Deal
How to Create a Multi-value picklist in Deal Module?
Kylas CRM provides the user the option to add custom fields in Modules. With Multi-value Picklist, user can select multiple value at once from the preset dropdown. Prerequisites: Permissions: Any user with permission to create/edit custom fields ...
How to update Deals in Bulk?
When a deal is created by a user, there are chances that for some valid reason bulk action update would be required. Users can use the filter icon in the Deals Listing page to view Deals that fall under a specific condition. This article covers the ...
How to Add multiple Product with Quantity and Discount?
This article will help you walkthrough the steps on adding a multiple product with Quantity and Discount. Prerequisites Permissions - Any user with create and update deal access and read all access on Products & Services. Product Plans - ...
How to add notes specific to a Deal?
Notes help salespeople to record important information regarding a Deal. This article covers the steps to be followed for adding notes specific to a Deal, in the Deal details page. Prerequisites Permissions: Any user with note as special permission ...
How to create a task specific to a deal, on Deal details page?
The nurturing of a deal will involve many activities like follow-up calls, reminder emails, product demo, etc. Users can record such activities and set reminders for the same using the Tasks feature in Kylas CRM. This article covers the steps to be ...
How to share Deals with other users/teams?
In Kylas CRM, there is a provision for users/teams to collaborate on a deal. The owner of a deal can share the same with a user or a team present in Kylas CRM. This article covers the steps to be followed for sharing a deal with specific users or ...
How to Reassign a Deal?
By default, the ownership of a deal resides with the user who creates the deal. If the ownership of the deal has to be transferred to another user in the team, the Reassign option can be used. The article covers the steps to be followed for ...
How to update deal details in Kylas CRM?
When a deal is created by a user, there are chances that all the information pertaining to the deal is not captured. Along the sales cycle, the salesperson gets more visibility about the deal. Users can update the deal details using the Edit Deals ...
How to Filter Deals based on specific conditions?
Users can use the filter icon in the Deals Listing page to view Deals that fall under a specific condition. For example, if a user wants to view a list of deals whose value is greater than 1,00,000; then a filter based on the condition; Estimated ...
How to create a Deal in Kylas CRM?
This article covers the steps for creating a deal, the dependencies and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a deal. What is a Deal? Prerequisites ...
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 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 ...
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 ...