How to Update a Deal in Kylas CRM
How to Update a Deal in Kylas CRM
Updating a deal is an essential part of maintaining an accurate and efficient sales pipeline. Whether you want to change the deal stage, modify the deal value, update contact information, or add additional details, Kylas CRM allows you to do this easily through a simple and intuitive interface.
This article provides a complete step-by-step guide on how to update an existing deal in Kylas CRM.
Table of Contents
Overview
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Prerequisites
Step-by-Step Guide
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Step 1: Log in to Kylas CRM
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Step 2: Navigate to the Deals Section
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Step 3: Open the Deal to Be Edited
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Step 4: Click the Edit Icon
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Step 5: Modify Deal Information
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Step 6: Save the Updated Deal
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Use Cases
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Benefits
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Conclusion
Overview
As deals progress through the sales cycle, their details often change—such as updated pricing, new contact details, revised timelines, or pipeline stage movement.
Kylas CRM gives users the flexibility to update any field in a deal, ensuring that your pipeline always reflects accurate and real-time information.
Prerequisites
Before updating a deal, ensure that:
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The user has “Update” access for Deals
(Deals → Update Access must be enabled in user role permissions.)
Without this permission, the Edit option will not be visible in the deal detail page.
Step-by-Step Guide: How to Update a Deal
Step 1: Log in to Kylas CRM
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Enter your username and password to access your Kylas CRM account.
Step 2: Navigate to the Deals Section
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On the left-hand menu, click on Deals to open the deals list view.
Step 3: Open the Deal You Want to Edit
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From the list of deals, click on the deal you wish to modify.
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This will open the Deal Detail Layout, showing all deal-related information.
Step 4: Click on the Edit Icon
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At the top right of the deal detail view, you will see a pencil (Edit) icon.
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Click on the Edit icon to open the deal edit form.
Step 5: Edit the Required Fields
You can now update any field in the deal, such as:
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Deal Name
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Deal Value
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Pipeline & Stage
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Expected Close Date
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Owner
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Contact / Account association
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Product details
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Custom fields configured for your business
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Notes or description, etc.
Make the necessary changes based on your business requirements.
Step 6: Save the Updated Deal
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Once all updates are made, click Save.
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The updated details will be instantly reflected in the CRM.
Use Cases
| Use Case | Description |
|---|---|
| Deal stage movement | Move deals from one pipeline stage to another. |
| Updating deal value | Modify pricing after negotiation or revised quotation. |
| Correcting contact details | Update contact or account associated with the deal. |
| Adding product or service changes | Reflect updated product quantities, pricing, or taxes. |
| Timeline adjustments | Modify expected close date based on sales discussions. |
Benefits
| Benefit | Explanation |
|---|---|
| Real-time accuracy | Keeps your pipeline up-to-date as deals progress. |
| Better forecasting | Updated deal values and timelines improve revenue predictions. |
| Enhanced collaboration | Teams can clearly understand the latest status and next steps. |
| Improved reporting | Clean and accurate data improves dashboards and analytics. |
| Organized sales process | Updates ensure deals flow smoothly through the sales cycle. |
Conclusion
Updating a deal in Kylas CRM is simple, fast, and essential for maintaining a high-quality sales pipeline. By ensuring users have the right permissions and following the guided steps, any team member can quickly modify deal details to reflect the most accurate information.
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