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Lesson 5 of 10 · ~6 minutes · Prerequisite: Lesson 4 — Lists and views

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What you’ll learn

  • How Arya’s sales pipeline is structured
  • How to create a deal and move it between stages
  • How to link contacts, emails, calls and quotes to a deal

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The Kanban pipeline

Arya’s CRM opens by default on a Kanban view: one column per pipeline stage. Drag deals between columns to update status.
Kanban pipeline with deals across Prospect, Qualified, Proposal, Negotiation, Won stages
Default stages:
  1. Prospect — newly created opportunity
  2. Qualified — verified lead
  3. Proposal — quote sent
  4. Negotiation — active negotiation
  5. Won
  6. Lost
Stages can be modified from Settings → Pipeline — add, remove, rename, define multiple pipelines (e.g. one retail, one enterprise).

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Create your first deal

1

Open CRM

Click CRM in the sidebar → Deals tab.
2

New deal

Click + New deal in the top right. Fill in:
  • Deal name: descriptive (e.g. Acme licence renewal 2026)
  • Company: Arya searches the database or lets you create one
  • Primary contact
  • Value: expected amount
  • Estimated close date
  • Owner
New deal dialog with fields filled in
3

Move in the pipeline

Drag the card from one column to another. Every stage change is recorded in the history.
Shortcut: left/right arrow keys move between deals in the same stage.
4

Open the detail

Click a card to open the deal detail with all tabs: Overview, Activity, Notes, Tasks, Contacts, Quotes, Documents.
From the deal detail you can:

Add contacts

A deal can have multiple contacts (buyer, technical decision-maker, procurement).

Log calls

Calls are transcribed and summarised by AI — see Call intelligence.

Sync email

With Gmail connected, all emails to/from contacts appear in the timeline.

Generate quotes

From scratch or template, with public link and digital signing.

Create tasks

Follow-ups, demo prep, material sending.

Take notes

Rich text, @mentions, checklists.

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Close the deal

1

Move to Won or Lost

Drag the card to the final stage. Arya asks for a close reason.
2

Check the margin

If the deal has quotes or products with costs attached, Arya computes the margin and shows it in the pipeline report.
3

Trigger automations

Moving to Won can automatically: create a project, notify Slack, send a confirmation email. See Lesson 8 — Automations.

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Bulk import

If you have existing deals or contacts in Excel/CSV, import them:
  • CRM → Deals → ⋯ menu → Import
  • Upload the file, map columns to fields
  • Preview before import, rollback on error

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Verify

You created a deal with linked company and contact
You moved the deal across at least two stages
You added a task or note to the deal

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Next lesson

Lesson 6 — Tasks and projects

Organise work with tasks and projects, linked to the CRM.