How to Share a Deal with Users or Teams in Kylas CRM

How to Share a Deal with Users or Teams in Kylas CRM

How to Share a Deal with Users or Teams in Kylas CRM

Kylas CRM allows you to collaborate efficiently by sharing deals with specific users or teams. Sharing helps multiple team members access, update, and collaborate on the same deal without transferring ownership.
This article provides a complete step-by-step guide along with prerequisites, use cases, benefits, and final summary.

Table of Contents

  1. Overview

  2. Prerequisites

  3. Step-by-Step Instructions

  4. Use Cases

  5. Benefits

  6. Conclusion

Overview

In Kylas CRM, the Share Deal feature allows you to give access to deals to additional users or teams apart from the owner. This is helpful when multiple people need to work on a deal—such as sales executives, managers, or support teams.

You can control what type of access the shared user/team has, such as:

  • Read Access

  • Update Access

  • Add Notes

  • Add Tasks

  • Delete Access

  • And more…

Kylas allows flexible sharing so teams can collaborate effectively and ensure deals progress smoothly.

Prerequisites

Before you can share a deal, ensure the following:

Permissions Required

  • Share premission

  • Read permission on Deals

If you do not see the “Share” option, ask your admin to provide the required permissions mentioned above.

Step-by-Step: How to Share a Deal

Follow these simple steps to share a deal with a user or team:

Step 1: Login to Kylas CRM

Step 2: Go to the Deals Section

In the left navigation panel:
➡️ Click Deals
This opens the Deal Listing Page.

Step 3: Open the Deal You Want to Share

Click on the deal name to open its Deal Detail Page.

Step 4: Click on the “More” Option

At the top-right corner of the deal detail page, you will find the More option (⋯).
➡️ Click More

Step 5: Select “Share”

From the dropdown menu, click Share.
A pop-up window opens where you can define sharing preferences.

Step 6: Select User or Team

You will now see options to choose:

  • Users
    or

  • Teams

Select either based on whom you want to share the deal with.

Step 7: Enable the Access Permissions

You will see several toggle buttons for access rights, such as:

  •  Read

  •  Update

  •  Add Note

  • Add Task, etc 

Enable all the permissions you want the selected user/team to have.

Step 8: Click on “Share”

After selecting the user/team and enabling permissions:
➡️ Click Share

The deal is successfully shared with the selected member(s).

Use Cases

Here are common situations where deal sharing is useful:

Use CaseDescription
Manager oversightManagers can view and guide deal progress without taking ownership.
CollaborationWhen two or more sales reps jointly work on a deal.
Cross-team coordinationMarketing, Support, or Operations teams need access to deal updates.
Temporary supportA user going on leave shares deals with another team member.
Training new employeesSenior reps can share deals for learning and monitoring.

Benefits

BenefitExplanation
Increases collaborationTeams can work together on important deals.
Ensures transparencyMultiple stakeholders can track progress.
Allows controlled accessYou decide what actions users can perform.
Boosts productivityEliminates dependency on the deal owner.
Improved customer experienceMultiple team members can support a customer when needed.

Conclusion

Sharing deals in Kylas CRM allows organizations to collaborate efficiently while maintaining control over access permissions. With just a few clicks from the Deal Detail Page, you can share a deal with specific users or teams and assign the appropriate access rights.

This feature improves team coordination, reduces delays, and enhances productivity across the sales pipeline.


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