# Tutorial: CRM & Contacts {#tutorial-crm--contacts}


Manage clients, leads, and customer relationships.


## Step 1: Add a Contact {#step-1-add-a-contact}


1. Navigate to **CRM** → **Contacts**
2. Click **Add Contact**
3. Choose type:
   - **Client** — paying customers
   - **Lead** — potential customers
   - **Customer** — general contacts
4. Fill in:
   - Name, email, phone
   - Company/organization
   - Address
   - Tags
5. Click **Save**


## Step 2: Create a Pipeline {#step-2-create-a-pipeline}


Pipelines track deals through stages.

1. Go to **CRM** → **Pipelines**
2. Click **Add Pipeline**
3. Name it (e.g., "Sales Pipeline")
4. Define stages:

| Stage         | Probability |
| ------------- | ----------- |
| Prospecting   | 10%         |
| Qualification | 25%         |
| Proposal      | 50%         |
| Negotiation   | 75%         |
| Closed Won    | 100%        |
| Closed Lost   | 0%          |


## Step 3: Add Deals {#step-3-add-deals}


1. Go to **CRM** → **Deals**
2. Click **Add Deal**
3. Fill in:
   - Deal title and value
   - Associated contact
   - Pipeline and stage
   - Expected close date
4. Click **Save**


## Step 4: Track Progress {#step-4-track-progress}


- Drag deals between pipeline stages
- Add notes and activities
- Set follow-up reminders
- View revenue forecasts


## Step 5: Generate Reports {#step-5-generate-reports}


1. Go to **Reports** → **CRM Reports**
2. View:
   - Pipeline value by stage
   - Win/loss rates
   - Revenue forecasts
   - Activity history


## Related Pages {#related-pages}


- [CRM Overview](https://sourcey-gauzy.pages.dev/features/crm-overview/index.md)
- [Contact Endpoints](https://sourcey-gauzy.pages.dev/api/contact-endpoints/index.md)
- [Pipeline & Deal Endpoints](https://sourcey-gauzy.pages.dev/api/pipeline-deal-endpoints/index.md)