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

# Build a sales pipeline

> From scratch: Deals object, stages, automation, dashboard.

By the end of this recipe you'll have a Deals object with stages, a Board view, an automation that notifies the deal owner on stage change, and a dashboard tracking pipeline velocity.

<Steps>
  <Step title="Create the Deals object">
    Open **Settings → Objects → New object**. Name it "Deals" and give it a handshake icon. Add the starter properties: Name (text), Account (relation → Companies), Owner (user), Value (currency), Stage (status).
  </Step>

  <Step title="Define the stages">
    Open the Stage property → **Edit options**. Add stages in order: Discovery, Qualified, Proposal, Negotiation, Closed Won (mark its category as won), Closed Lost (mark its category as lost). Color them however you like.
  </Step>

  <Step title="Create a Board view">
    Open the Deals object → **New view → Board**. Group by Stage. The board should now have one column per stage; drag cards between columns to update.
  </Step>

  <Step title="Add the stage-change automation">
    **Automations → New workflow**. Trigger: **when a record's field is updated**, filtered to the Deals object's Stage property. Action: **send a notification** to the deal's Owner with a message like `Deal {{name}} moved to {{stage}}` (use the property-token picker in the message editor). See [Triggers](/automation/workflows/triggers) and [Actions](/automation/workflows/actions).
  </Step>

  <Step title="Build the dashboard">
    Create a new Dashboard view. Drop in: a Funnel chart grouped by Stage, a Bar chart of value per Owner, and a Sparkline of deals created this week. The dashboard becomes your team's daily pipeline check.
  </Step>

  <Step title="(Optional) AI auto-fill the deal summary">
    Add a Property Auto-Fill Agent to a new "AI Summary" property on Deals. Set it to **summarize**, and run it when a record is created. The agent keeps a one-paragraph summary current as the deal's data changes.
  </Step>
</Steps>

<Check>You now have a complete sales pipeline. Iterate by adding properties (close date, probability) and refining the stage list as the team grows.</Check>

## See also

* [Status property type](/data/properties/select/status)
* [Board block](/blocks/embedded/databases/board)
* [Property Auto-Fill Agents](/ai/property-agents/overview)


## Related topics

- [Recipes](/recipes/overview.md)
- [Sales](/start/use/sales.md)
- [BI Best Practices](/bi/best-practices.md)
- [Navigation Overview](/surfaces/navigation/overview.md)
- [Sandbox Onboarding & Guided Paths](/start/onboarding/sandbox-tour.md)