Deal
How to clone lead, deal, contacts
How to clone lead, deal, contact Prerequisites: Cloning in CRM means creating an exact or near-exact copy of an existing record — such as a lead, contact, or deal — to: ✅ Reuse the data ✅ Avoid re-entering repetitive info ✅ Start a new process while ...
How to see deals in Kanban View
Prerequisites to View Deals in Kanban View – Kylas CRM Permissions: Any user with Create and Update Deal access and Read All access on Products & Services. Product Plans: Available on Embark and Elevate plans. Activities to be completed: None. Steps ...
How to Create a Multi-Picklist Field in the Deal Section of Kylas CRM
How to Create a Multi-Picklist Field in the Deal Section of Kylas CRM Multi-picklist fields allow you to add a customizable dropdown where users can select multiple values simultaneously. This is useful when you want to capture multiple options ...
How to Bulk Update Values in the Deal Section in Kylas CRM
How to Bulk Update Values in the Deal Section in Kylas CRM Managing deals efficiently is a core part of any CRM system. Kylas CRM offers a powerful feature to bulk update values in the Deal module, saving time and ensuring data consistency across ...
How to Add Multiple Products in a Deal in Kylas CRM
How to Add Multiple Products in a Deal in Kylas CRM Adding multiple Products & Services to a deal helps sales teams track revenue accurately, calculate deal value properly, and maintain transparency in quoting and billing. Kylas CRM allows you to ...
How to Add Notes to a Deal in Kylas CRM
How to Add Notes to a Deal in Kylas CRM Adding notes to a deal is an essential part of maintaining accurate and updated information related to customer interactions, follow-ups, and progress. Notes help teams stay aligned, track communication ...
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 ...
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 ...
How to Reassign a Deal to Another User in Kylas CRM
How to Reassign a Deal to Another User in Kylas CRM Reassigning deals is a common requirement when there are changes in team responsibilities, workload distribution, or user availability. Kylas CRM provides a simple and quick way to reassign deals ...
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, ...
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 ...
How to Create a Deal in Kylas CRM
How to Create a Deal in Kylas CRM Creating deals efficiently is one of the most important activities for any sales team. Kylas CRM provides a simple and structured process to create, track, and manage deals throughout the sales pipeline. This article ...
Popular Articles
What is Kylas?
Kylas is a saas based CRM which is developed, maintained and owned by K2V2 TECHNOLOGIES PRIVATE LIMITED. A CRM is primarily a centralized database for recording, organizing and processing data related to a company's sales activities. The major ...
What is a Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
How to edit/update account details?
The article covers the steps to be followed for updating the account details in the Kylas CRM. In the context of this article, account refers to the organization using Kylas CRM. Prerequisites Permissions: Any role having access to Control Center, ...
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...
What is a team?
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...