Deals & Pipeline Management

Understanding Deals

In Lyara CRM, deals are the core objects that represent sales opportunities. Each deal can be associated with a contact, and through pipelines and stages, you can track the progress of each deal. In the Deals tab, users can manage their sales opportunities through customizable pipelines and stages. These pipelines and stages can be fully customized in Settings → Pipelines.

Pipeline Setup

Pipeline Management

  • • Create custom pipeline structures
  • • Define stages for your sales process
  • • Set stage-specific requirements
  • • Configure probability percentages
  • • Customize pipeline colors and labels

Deal Organization

  • • Drag and drop between stages
  • • Assign deals to team members
  • • Set deal values and close dates
  • • Track deal progression history
  • • Filter and sort by various criteria

Automated Email Triggers

When moving deals between stages, a popup automatically appears offering to send an email to contacts assigned to the deal. This popup can be skipped for individual actions or permanently disabled in Settings → Workspace tab.

Email Trigger

Trigger Behavior

  • • Automatic popup when deal stage changes
  • • Option to select email template
  • • Choose which contacts to notify
  • • Global disable setting available