How to Filter Deals Based on Specific Conditions in Kylas CRM
How to Filter Deals Based on Specific Conditions in Kylas CRM
Filtering deals helps you quickly locate the right set of opportunities based on criteria such as pipeline stage, source, value, owner, or any other deal field. Kylas CRM provides powerful filtering tools within the Deal module, allowing you to analyze and manage your deal pipeline with precision.
Table of Contents
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Overview
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Prerequisites
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Steps to Filter Deals
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Use Cases
Benefits
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Conclusion
Overview
The filtering feature in Kylas CRM enables users to narrow down deal records based on conditions they define—helping teams focus on the most relevant deals. This reduces search time, improves decision-making, and enhances overall sales performance.
Prerequisites
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You must have Read Access to Deals under your Profile Permissions.
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The deals must already exist in your system to apply filters effectively.
Steps to Filter Deals in Kylas
Follow the steps below to filter deals based on specific parameters:
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Log in to Kylas CRM using your authorized credentials.
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From the left-hand menu, navigate to the Deals section.
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The deal listing page will appear.
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On the top-right corner, beside the Add button, you will find the Filter icon.
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Click on the Filter button.
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A filter panel will appear on the right side of the screen.
Select the desired conditions:
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Pipeline Stage
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Deal Owner
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Deal Source
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Estimated Value
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Created Date / Modified Date
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Deal Type or Custom Fields
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Any other entity field available
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You can apply single or multiple conditions at once.
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After setting the conditions, click on Apply Filter.
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The system will instantly display deals that match the specified criteria.
You can also save filters as Smart Lists for future use.
Use Cases
| Use Case | Description |
|---|---|
| Stage-Based Prioritization | Filter deals currently in the negotiation or proposal stage to prioritize hot opportunities. |
| Sales Rep Productivity | View deals assigned to a specific salesperson to track performance. |
| High-Value Deals | Filter deals above a certain estimated value for strategic planning. |
| Lead Source Analysis | Understand which channels (website, referral, ads) generate quality deals. |
| Date-Based Monitoring | Track deals created or updated within a specific time period. |
Benefits
| Benefit | Description |
|---|---|
| Faster Deal Access | Quickly find required deals without manual searching. |
| Better Decision Making | Focus on deals that need attention using targeted filters. |
| Improved Sales Productivity | Helps teams work more efficiently by segmenting deals effectively. |
| Enhanced Reporting | Makes it easier to analyze trends based on stage, source, or value. |
| Easy Pipeline Management | Helps visualize deal movement and identify bottlenecks. |
Conclusion
Filtering deals in Kylas CRM is a powerful way to segment and analyze your sales pipeline. With the ability to filter based on stages, value, sources, or any deal field, users can streamline workflows, prioritize effectively, and make faster, data-driven decisions.
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