How to Create a Score Rule in Deals in Kylas CRM

Deal Scoring Rules in Kylas CRM help you automatically assign scores to deals based on specific actions or conditions. This allows sales teams to prioritize deals, track engagement, and identify high-value opportunities without manual evaluation.

By setting up scoring rules, you can ensure that your sales pipeline always highlights the most promising deals based on measurable criteria like calls, activities, or deal value.

Table of Contents

1. Overview

2. Prerequisites

3. Step-by-Step Guide

   • Step 1: Access Scoring Rules

   • Step 2: Create a New Deal Scoring Rule

   • Step 3: Name and Define the Rule Type

   • Step 4: Set Up Scoring Conditions

   • Step 5: Configure the Effect on Score

   • Step 6: Save and Activate

4. Example Setup

5. Use Cases

6. Benefits

7. Conclusion

Overview

In Kylas CRM, Scoring Rules enable you to automatically calculate a numeric “score” for each deal based on your chosen triggers.

For example:

• Adding points when an outgoing call is connected

• Increasing the score when a deal value exceeds ₹50,000

• Subtracting points if a deal becomes stale

These scores help your team instantly see which deals are “hot,” “warm,” or “cold,” leading to smarter prioritization and faster conversions.

Prerequisites

Before creating a scoring rule:

• You must have Admin or Manage Automation permission.

• Ensure Deal Module is enabled in your CRM setup.

• Define clear scoring logic — what actions should increase or decrease the score.

Step-by-Step Guide to Create a Deal Scoring Rule

Step 1: Access Scoring Rules

1. Log in to your Kylas CRM account:
   app.kylas.io

2. Navigate to Settings → Automation → Scoring Rules.

3. You will see the Scoring Rules list view.

Step 2: Create a New Deal Scoring Rule

1. Under the Deal section, click Create Rule.

2. You will be redirected to the “Create Scoring Rule” screen.

Step 3: Name and Define the Rule Type

1. Enter the Rule Name — e.g., “Deal Score.”

2. Choose the Score Type:

   • Positive → Adds points when the condition is met.

   • Negative → Subtracts points when the condition is met.

💡 Example: A “Call Connected” rule could be positive (+4 points), while a “Deal Lost” rule could be negative (–5 points).

Step 4: Set Up Scoring Conditions

Now, define when this rule should apply.

Each scoring rule has Events and Conditions:

a) Select Event

Choose the CRM event that triggers the score change.
For example:

• Call Log → When an outgoing call log is connected

• Deal → When a deal reaches a specific pipeline stage

b) Add Conditions

Set up conditions based on your sales logic.
Example from the image:

Condition	Operator	Value
Deal Pipeline → Pipeline Stage	Equals	Won
Actual Value	Greater or Equals	₹50,000

This means whenever a deal in the “Won” stage has a value greater than ₹50,000, the system will add +5 to its score.

You can combine multiple conditions using AND/OR logic.

Step 5: Configure the Effect on Score

Under each event, define the score impact:

• Effect on Score → Add (+) [Value] or Subtract (–) [Value]

Examples:

• Add (+4) points for each outgoing call connected.

• Add (+5) points when a deal is marked as Won.

• Subtract (–3) points if the deal is inactive for 15 days.

Step 6: Save and Activate

Once your conditions and effects are defined:

1. Click Save to create the scoring rule.

2. Ensure it’s Activated so that Kylas starts applying it automatically to all relevant deals.

From this point onward, whenever the defined event occurs, the CRM will update the Deal Score field automatically.

Example Setup (As Shown in the Image)

Here’s an example configuration using multiple scoring events:

No. of conditions	Event	Condition	Effect on Score
1	Call Log	When an outgoing call log is connected	Add (+4)
2	Deal	Pipeline Stage = “Won” and Actual Value ≥ ₹50,000	Add (+5)
3	Call Log	When an incoming call log is connected	Add (+4)

👉 This means:

• Every successful call adds points, showing engagement.

• High-value won deals add higher points.

• Both incoming and outgoing calls improve the deal’s score.

This creates a dynamic scoring model where your hottest deals automatically bubble up in your CRM.

💡 Use Cases

Use Case	Description
Sales Prioritization	Automatically highlight deals with strong engagement or high potential value.
Performance Tracking	Track sales reps based on the average score of their deals.
Customer Retention	Identify low-scoring or unengaged deals for timely follow-up.
Lead Conversion Probability	Use deal scores to estimate closing likelihood.
Automation Triggers	Combine with workflows (e.g., send an alert when score > 10).

🌟 Benefits

Benefit	Description
📈 Smarter Deal Prioritization	Focus only on deals that show real potential.
⚙️ Automated Scoring	No need to manually evaluate — system updates scores in real time.
📊 Better Forecasting	Identify hot vs cold deals for improved forecasting accuracy.
🔁 Customizable	Create multiple rules with different conditions for maximum flexibility.

🏁 Conclusion

Deal Scoring Rules in Kylas CRM are a simple yet powerful way to measure engagement and opportunity quality automatically.

By defining rules around activities like calls, deal stages, and values, you can ensure that your team spends time on deals most likely to close — improving conversion rates and overall sales performance.

Once set up, Kylas will continuously calculate and update scores behind the scenes, helping you maintain a data-driven sales pipeline with zero manual effort.