> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Lesson 5 — CRM and sales pipeline

> Create a deal, move it through the Kanban pipeline, close your first sale.

<Note>
  **Lesson 5 of 10** · \~6 minutes · Prerequisite: [Lesson 4 — Lists and views](/en/arya-101/lesson-4-lists-and-views)
</Note>

## 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

## 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.

<Frame>
  <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/crm/shared/deals-kanban-overview.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=d5fffa16d06349599381a439668e5ec6" alt="Kanban pipeline with deals across Prospect, Qualified, Proposal, Negotiation, Won stages" width="1200" height="720" data-path="images/crm/shared/deals-kanban-overview.svg" />
</Frame>

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).

## Create your first deal

<Steps>
  <Step title="Open CRM">
    Click **CRM** in the sidebar → **Deals** tab.
  </Step>

  <Step title="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**

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/crm/en/deals-create-dialog.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=17433eebed2cb232f658171c43cc2fa7" alt="New deal dialog with fields filled in" width="1200" height="720" data-path="images/crm/en/deals-create-dialog.svg" />
    </Frame>
  </Step>

  <Step title="Move in the pipeline">
    Drag the card from one column to another. Every stage change is recorded in the history.

    <Tip>
      Shortcut: left/right arrow keys move between deals in the same stage.
    </Tip>
  </Step>

  <Step title="Open the detail">
    Click a card to open the **deal detail** with all tabs: Overview, Activity, Notes, Tasks, Contacts, Quotes, Documents.
  </Step>
</Steps>

## Link activity to the deal

From the deal detail you can:

<CardGroup cols={2}>
  <Card title="Add contacts" icon="user-plus">
    A deal can have multiple contacts (buyer, technical decision-maker, procurement).
  </Card>

  <Card title="Log calls" icon="phone">
    Calls are transcribed and summarised by AI — see [Call intelligence](/en/crm/calls-and-call-intelligence).
  </Card>

  <Card title="Sync email" icon="envelope">
    With Gmail connected, all emails to/from contacts appear in the timeline.
  </Card>

  <Card title="Generate quotes" icon="file-invoice">
    From scratch or template, with public link and digital signing.
  </Card>

  <Card title="Create tasks" icon="square-check">
    Follow-ups, demo prep, material sending.
  </Card>

  <Card title="Take notes" icon="note-sticky">
    Rich text, @mentions, checklists.
  </Card>
</CardGroup>

## Close the deal

<Steps>
  <Step title="Move to Won or Lost">
    Drag the card to the final stage. Arya asks for a close reason.
  </Step>

  <Step title="Check the margin">
    If the deal has quotes or products with costs attached, Arya computes the margin and shows it in the pipeline report.
  </Step>

  <Step title="Trigger automations">
    Moving to `Won` can automatically: create a project, notify Slack, send a confirmation email. See [Lesson 8 — Automations](/en/arya-101/lesson-8-automations).
  </Step>
</Steps>

## 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

## Verify

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

## Next lesson

<Card title="Lesson 6 — Tasks and projects" icon="arrow-right" href="/en/arya-101/lesson-6-tasks-and-projects">
  Organise work with tasks and projects, linked to the CRM.
</Card>