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A deal is a single sales opportunity. It has a customer, an expected value, a pipeline stage, an owner and a full activity history.
Deal detail page with Overview, Activity, Notes, Tasks tabs

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Create a deal

1

Open Deals

Click CRM → Deals in the sidebar, then + New deal top right.
Deal creation dialog with all fields
2

Fill required fields

  • Deal name: descriptive and unique (e.g. Acme SaaS renewal 2026)
  • Company: search or create on the fly
  • Owner: who owns the deal
3

Add commercial data

  • Expected value: amount in workspace currency
  • Probability (%): estimate of closing
  • Estimated close date
  • Lead source: inbound, outbound, referral, event, partner
4

Link contacts

Add one or more contacts (buyer, technical decision-maker, procurement). Mark who is the primary contact — Arya uses them as default recipient for emails and quotes.
5

Save

The deal appears in the pipeline at stage Prospect (or the first stage of the selected pipeline).

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Main fields

FieldTypeNotes
NameTextRequired
CompanyReferenceRequired
Primary contactReferenceOptional
OwnerReference to userDefault: creator
ValueCurrencyMulti-currency supported
Probability%Feeds weighted forecast
StageStatusDefined by the pipeline
Close dateDateUsed in forecast
SourceSelectCustomisable
TagsMulti-selectFor segmentation
You can add custom fields (industry, competitor, customer budget, etc.) in Settings → Objects → Deal. See Attributes.

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Common actions

Drag-and-drop: drag the Kanban card between columns. Keyboard: select the deal (arrow keys), press m to change stage. From detail: click the current stage in the header → pick a new stage.Every change is logged with user, date and duration in the previous stage.
From the deals table, select multiple rows with checkboxes, click Actions → Edit. Change stage, owner, tags, dates in batch.
If a customer has two identical deals, open them, click ⋯ → Merge with another deal. Arya keeps the older deal and moves activity, notes and contacts from the other.
For deals no longer active that you don’t want to mark Lost, click ⋯ → Archive. Hidden from views, kept in history.
From the table view click Actions → Export → Excel or CSV. Export respects active filters.
⋯ → Import from CSV/Excel. Arya helps you map columns to fields. Preview before commit, rollback on error.

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Activity and history

Every deal has a timeline that logs automatically:
  • Stage changes with date and duration
  • Sent/received emails (with Gmail connected)
  • Recorded calls (with Call Intelligence)
  • Created/completed tasks
  • Generated quotes
  • Team notes and comments
Filter the timeline by event type in the dropdown.

Notify on stage change

When a deal moves to Negotiation, notify the sales manager.

Automatic follow-up task

Create a “call back within 3 days” task if a deal stays 7+ days in the same stage.

Generate project on Won

Won → automatic project creation with budget from the quote.

Slack to the team

Celebrate wins: auto message to #sales when the deal moves to Won.

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Frequently asked questions

Yes. Configure multiple pipelines in Settings → Pipeline (e.g. retail, enterprise, partnerships). Each deal belongs to one pipeline.
Forecast = Sum of value × probability for all open deals in the period. See Sales reports.
Yes. Set the deal as private or limit to a specific team from ⋯ → Permissions. Admins always see everything.
Stays in the workspace with Lost stage and loss reason. You can reopen it anytime by moving it to an open stage.
On mobile — you can create, edit and move deals across the pipeline from iPhone/Android too. See CRM on mobile.