How to Create a Task in a Deal in Kylas CRM
How to Create a Task in a Deal in Kylas CRM
Creating tasks within a deal helps you plan follow-ups, reminders, meetings, and other important actions required to move the deal forward. Kylas CRM allows you to add tasks easily using the Productivity Tools panel available on every deal detail page.
Table of Contents
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Overview
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Prerequisites
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Steps to Create a Task in a Deal
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Use Cases (Table Format)
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Benefits (Table Format)
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Conclusion
Overview
Tasks play a crucial role in managing deal progress. They ensure that all follow-ups and actions linked to the deal are completed on time, minimizing delays and improving customer engagement.
Prerequisites
To create a task for any deal, ensure the following permissions are enabled for your user profile:
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Update Deal Access
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Task Access (Create and Update permissions)
If any of these permissions are missing, you may not be able to add a task.
Steps to Create a Task in a Deal
Follow these steps to create a task in a deal:
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Log in to Kylas CRM using your credentials.
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In the left-hand menu, navigate to Deals.
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The deal listing page will open.
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Open the required deal by clicking on its name.
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On the extreme right side, locate the Productivity Tools panel.
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Click on the Tasks section.
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Hit the Add Task button.
Fill in the required task details:
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Task Name
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Due Date & Time
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Task Type such as Follow-up, Reminder, etc.
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Reminder
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Click on Add to save the task.
Your task is now successfully created and linked to the deal.
Use Cases
| Use Case | Description |
|---|---|
| Follow-up Calls | Schedule follow-ups after product demos or initial conversations. |
| Meeting Reminders | Set reminders for meetings with customers or internal teams. |
| Sending Documents | Create tasks to send proposals, quotations, or agreements. |
| Tracking Internal Actions | Assign internal tasks related to deal movement. |
| Negotiation Steps | Schedule reminders during critical negotiation periods. |
Benefits
| Benefit | Description |
|---|---|
| Improved Follow-Up Management | Ensures no follow-up is missed, helping move deals faster. |
| Enhanced Team Collaboration | Team members can track and complete tasks easily. |
| Organized Deal Workflow | All tasks related to the deal stay in one place. |
| Timely Completion of Actions | Reminders help avoid delays in important steps. |
| Better Conversion Rates | Consistent actions result in improved deal closures. |
Conclusion
Creating tasks within deals in Kylas CRM is a simple yet powerful way to streamline activities, maintain timely follow-ups, and ensure that every step of the deal progression is properly tracked. With the right permissions and the Productivity Tools panel, users can efficiently manage and complete tasks linked to their deals.
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