{"id":18861,"date":"2023-09-08T14:19:37","date_gmt":"2023-09-08T08:49:37","guid":{"rendered":"https:\/\/kylas.io\/?p=18861"},"modified":"2024-06-19T10:05:57","modified_gmt":"2024-06-19T04:35:57","slug":"blog-feature-update-august-2023","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023","title":{"rendered":"What\u2019s New in Kylas Sales CRM- August 2023 Edition"},"content":{"rendered":"\n<p>August was a big month for Kylas! We added some new features to your favorite Kylas CRM. The August 2023 Edition of Kylas Sales CRM brings you features that are not just for you but also for your customers. In this release, our features will help you:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Optimize your sales.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Visualize data more clearly.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Improve collaboration across teams.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-features-in-this-release\">Features in this Release:<\/a><ul class=\"ht_toc_child_list\"><li class=\"\"><a href=\"#htoc-1-multi-currency-management-forex\">1. Multi-currency Management- Forex<\/a><\/li><li class=\"\"><a href=\"#htoc-2-payu-integration\">2. PayU Integration<\/a><\/li><li class=\"\"><a href=\"#htoc-3-kanban-view\">3. Kanban View<\/a><\/li><li class=\"\"><a href=\"#htoc-4-delete-multiple-emails\">4. Delete Multiple Emails<\/a><\/li><li class=\"\"><a href=\"#htoc-5-relative-date-filter\">5. Relative Date Filter<\/a><\/li><li class=\"\"><a href=\"#htoc-6-resize-column-width\">6. Resize Column Width<\/a><\/li><li class=\"\"><a href=\"#htoc-7-deal-goal-with-product\">7. Deal Goal with Product<\/a><\/li><li class=\"\"><a href=\"#htoc-8-relative-user-fields-in-workflow\">8. Relative User Fields in Workflow<\/a><\/li><li class=\"\"><a href=\"#htoc-9-product-custom-fields-on-deal\">9. Product Custom Fields on Deal<\/a><\/li><\/ul><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-features-in-this-release\"><strong>Features in this Release:<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-multi-currency-management-forex\" style=\"font-size:22px\">1. <strong>Multi-currency Management- Forex<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Multi-currency-Management-Forex.gif\" alt=\"Multi-currency Management- Forex\" class=\"wp-image-18864\" title=\"Multi-currency Management- Forex\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now manage multiple currencies you deal in with Kylas! With this new feature, you can handle your business transactions in the global marketplace.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Let\u2019s understand how it resolves cross-border payment challenges.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now <a href=\"https:\/\/app.kylas.io\/setup\/account-management\/currencies\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">set foreign exchange (forex) rates<\/mark><\/span><\/a> manually and easily deal with international clients. The new feature lets you determine the estimated value of an opportunity using both your native currency and the customer&#8217;s local currency.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can add a static exchange rate against the currencies you deal with. Also, you can filter out data to obtain more precise details.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can also use the currency converter on deals and quotations to view and send quotations in the selected currency as per the pre-set exchange rate.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The new feature lets you generate and <a href=\"https:\/\/app.kylas.io\/sales\/reports\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">view reports<\/mark><\/span><\/a> in a currency you prefer.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-payu-integration\" style=\"font-size:22px\">2. <strong>PayU Integration<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/PayU-Integration.gif\" alt=\"PayU Integration\" class=\"wp-image-18865\" title=\"PayU Integration\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now <a href=\"https:\/\/app.kylas.io\/marketplace\/all-apps\/app-details\/39a9c573-32a0-4bd0-a6c2-5f80ee2803f0\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">integrate your PayU with Kylas<\/mark><\/span><\/a>! With this new integration, you can integrate PayU with Kylas for a seamless payment experience while closing a deal.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now generate and send payment links to your leads and contacts via SMS and email directly from your Kylas account.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When the customer clicks on the link, he\/she will get redirected to the PayU page which contains the order details, amount to be paid, and payment methods.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>What you get:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>\u2705 Efficient management of invoice billing and processing<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>\u2705 Instantly share invoices with a convenient quick payment link for immediate transactions<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>\u2705 Seamlessly receive payments directly into your designated bank account<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>\u2705 Flexibly accept payments through various methods<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>\u2705 Enable payment acceptance within your online store<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>\u2705 Easily monitor the payment status of all issued invoices.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-kanban-view\" style=\"font-size:22px\">3. <strong>Kanban View<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Kanban-View.gif\" alt=\"Kanban View\" class=\"wp-image-18866\" title=\"Kanban View\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas now offers a <a href=\"https:\/\/app.kylas.io\/sales\/deals\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Kanban view for your deals<\/mark><\/span><\/a>! You can display your deals in an organized manner, providing a comprehensive view and enabling you to monitor their progress graphically, keeping them moving forward.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With the Kanban view, you can see your deals categorized according to the pipeline stage they are in, offering a better overview. This automatic segregation of deals by pipeline stage allows you to gain valuable insights into potential bottlenecks and address them in a timely and efficient manner.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Changing the stage of a deal is as simple as dragging it from one stage and dropping it into another. It&#8217;s that easy!<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, if you want to move a deal from the &#8216;Open&#8217; stage to the &#8216;Negotiation&#8217; stage, you just need to drag the lead and drop it into the desired stage.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-delete-multiple-emails\" style=\"font-size:22px\">4. <strong>Delete Multiple Emails<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Delete-Multiple-Emails.jpg\" alt=\"Delete Multiple Emails\" class=\"wp-image-18867\" title=\"Delete Multiple Emails\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Delete-Multiple-Emails.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Delete-Multiple-Emails-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Delete-Multiple-Emails-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Delete-Multiple-Emails-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas allows you to <a href=\"https:\/\/app.kylas.io\/sales\/emails\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">delete multiple emails<\/mark><\/span><\/a> from your email listing page, ensuring that you can keep all your important emails safe and easily accessible.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, if some spam emails are filling up your inbox, making it difficult to find the one you&#8217;re looking for, you can delete all those emails that are merely taking up space in your inbox.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-relative-date-filter\" style=\"font-size:22px\">5. <strong>Relative Date Filter<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Relative-Date-Filter.jpg\" alt=\"Relative Date Filter\" class=\"wp-image-18868\" title=\"Relative Date Filter\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-Date-Filter.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-Date-Filter-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-Date-Filter-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-Date-Filter-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now filter data using the <a href=\"https:\/\/app.kylas.io\/sales\/leads\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">relative date filters on Kylas<\/mark><\/span><\/a> for date fields. This allows you to glimpse past data with reference to the current date. If desired, you can also save this filter to your Smart List. The filters are available on the lead, deal, contact, company, and report.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, suppose you want to determine the number of leads your team has created in the last 7 days. You can easily apply the filter and select the &#8216;Last 7 Days&#8217; option to obtain the necessary information.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-6-resize-column-width\" style=\"font-size:22px\">6. <strong>Resize Column Width<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Resize-Column-Width.jpg\" alt=\"Resize Column Width\" class=\"wp-image-18869\" title=\"Resize Column Width\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Resize-Column-Width.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Resize-Column-Width-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Resize-Column-Width-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Resize-Column-Width-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas now allows you to <a href=\"https:\/\/app.kylas.io\/sales\/leads\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">expand or resize the desired columns<\/mark><\/span><\/a> as needed for the Lead, Deal, Contact, and Company listing pages. You can customize the column size for specific fields and they will retain the same size when you revisit those pages.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, you can resize your columns to accommodate lengthy product or service information that may be hidden.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-7-deal-goal-with-product\" style=\"font-size:22px\">7. <strong>Deal Goal with Product<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Deal-Goal-with-Product.gif\" alt=\"Deal Goal with Product\" class=\"wp-image-18870\" title=\"Deal Goal with Product\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With Kylas, you can now <a href=\"https:\/\/app.kylas.io\/setup\/goals\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">create goals for your team members<\/mark><\/span><\/a> regarding the products you want to sell. This new feature provides insight into how each of your products is performing in the market and helps you determine if any changes to your sales strategies are necessary for improved results.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, if you want to assess the performance of each product in your inventory, you can create revenue goals for those products and assign users accordingly.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-8-relative-user-fields-in-workflow\" style=\"font-size:22px\">8. <strong>Relative User Fields in Workflow<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Relative-User-Fields-in-Workflow.jpg\" alt=\"Relative User Fields in Workflow\" class=\"wp-image-18871\" title=\"Relative User Fields in Workflow\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-User-Fields-in-Workflow.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-User-Fields-in-Workflow-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-User-Fields-in-Workflow-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Relative-User-Fields-in-Workflow-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You no longer need to manually share and reassign leads to Kylas users. The new workflow automation feature allows you to <a href=\"https:\/\/app.kylas.io\/setup\/workflow-automation\/workflows\/create\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">automatically share and reassign leads<\/mark><\/span><\/a> using relative user fields.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, let&#8217;s consider a scenario where a CRM user creates a lead in the system and assigns it to another user of the same or another department. Now if the same user wants to know if the lead was converted by the sales rep or not, you can set up a workflow where the lead will get reassigned to the user who created it after it gets converted.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-9-product-custom-fields-on-deal\" style=\"font-size:22px\">9. <strong>Product Custom Fields on Deal<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/09\/Product-Custom-Fields-on-Deal.gif\" alt=\"Product Custom Fields on Deal\" class=\"wp-image-18872\" title=\"Product Custom Fields on Deal\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now you can <a href=\"https:\/\/app.kylas.io\/setup\/fields\/products-services\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">select the product fields to be displayed<\/mark><\/span><\/a> on the Deal, providing you with additional details about the product on both the web and mobile app.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, if you wish to display additional information like the design type or the model number of the product you are offering, you can choose a custom field to show that detail on the deal.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Are you ready to use these exciting features on Kylas CRM? Start your 7-day free trial and <span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\"><a href=\"https:\/\/kylas.io\/?ref=demo\">Schedule a Demo<\/a> <\/mark><\/span>with us to make the right decision!<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong><em>More Sources:<\/em><\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><a href=\"https:\/\/kylas.io\/blog\/new-kylas-sales-crm-july-features\"><em><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Features Released in July 2023<\/mark><\/span><\/em><\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><a href=\"https:\/\/kylas.io\/blog\/new-kylas-sales-crm-june-features\"><em><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Features Released in June 2023<\/mark><\/span><\/em><\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><a href=\"https:\/\/kylas.io\/blog\/new-kylas-sales-crm-may-features\"><em><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Features Released in May 2023<\/mark><\/span><\/em><\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>August was a big month for Kylas! We added some new features to your favorite Kylas CRM. The August 2023 Edition of Kylas Sales CRM brings you features that are not just for you but also for your customers. In this release, our features will help you: Features in this Release: 1. Multi-currency Management- Forex &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;What\u2019s New in Kylas Sales CRM- August 2023 Edition&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":18863,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":"[]"},"categories":[1],"tags":[354,355,394],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Whats-New-in-Kylas-Sales-CRM-August-2023-Edition.jpg","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What\u2019s New in Kylas Sales CRM- August 2023 Edition<\/title>\n<meta name=\"description\" content=\"The August 2023 Edition of Kylas Sales CRM brings you features that are not just for you but also for your customers.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What\u2019s New in Kylas Sales CRM- August 2023 Edition\" \/>\n<meta property=\"og:description\" content=\"The August 2023 Edition of Kylas Sales CRM brings you features that are not just for you but also for your customers.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023\" \/>\n<meta property=\"og:site_name\" content=\"Kylas Growth Engine | Sales CRM Software for Small businesses\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Whats-New-in-Kylas-Sales-CRM-August-2023-Edition.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"450\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Shagun Sharma\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shagun Sharma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"What\u2019s New in Kylas Sales CRM- August 2023 Edition","description":"The August 2023 Edition of Kylas Sales CRM brings you features that are not just for you but also for your customers.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023","og_locale":"en_US","og_type":"article","og_title":"What\u2019s New in Kylas Sales CRM- August 2023 Edition","og_description":"The August 2023 Edition of Kylas Sales CRM brings you features that are not just for you but also for your customers.","og_url":"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023","og_site_name":"Kylas Growth Engine | Sales CRM Software for Small businesses","og_image":[{"width":800,"height":450,"url":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/09\/Whats-New-in-Kylas-Sales-CRM-August-2023-Edition.jpg","type":"image\/jpeg"}],"author":"Shagun Sharma","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shagun Sharma","Est. reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023","url":"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023","name":"What\u2019s New in Kylas Sales CRM- August 2023 Edition","isPartOf":{"@id":"https:\/\/kylas.io\/en\/#website"},"datePublished":"2023-09-08T08:49:37+00:00","dateModified":"2024-06-19T04:35:57+00:00","author":{"@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3"},"description":"The August 2023 Edition of Kylas Sales CRM brings you features that are not just for you but also for your customers.","breadcrumb":{"@id":"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/kylas.io\/en\/blog\/feature-update-august-2023"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/kylas.io\/en\/blog\/feature-update-august-2023#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/kylas.io\/en\/"},{"@type":"ListItem","position":2,"name":"What\u2019s New in Kylas Sales CRM- August 2023 Edition"}]},{"@type":"WebSite","@id":"https:\/\/kylas.io\/en\/#website","url":"https:\/\/kylas.io\/en\/","name":"Kylas Growth Engine | Sales CRM Software for Small businesses","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/kylas.io\/en\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3","name":"Shagun Sharma","description":"Shagun is a content marketer at Kylas, extremely well-versed in all things Marketing. She works closely with the sales team to create best-in-class content for our readers. Her experience combined with her thorough research skills makes all her blogs very in-depth and insightful. In her leisure time, Shagun enjoys hiking, gardening, and immersing herself in music."}]}},"_links":{"self":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/18861"}],"collection":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/comments?post=18861"}],"version-history":[{"count":7,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/18861\/revisions"}],"predecessor-version":[{"id":19445,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/18861\/revisions\/19445"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/media\/18863"}],"wp:attachment":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/media?parent=18861"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/categories?post=18861"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/tags?post=18861"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}