# Getting Started with "Edara CRM" and Planning Your Day from "Today" > Source: https://help.getedara.com/en/articles/90000030-getting-started-with-edara-crm-and-planning-your-day-from-today · Category: Edara CRM › Getting started · العربية: https://help.getedara.com/ar/articles/90000030-%D8%A7%D9%84%D8%A8%D8%AF%D8%A1-%D9%81%D9%8A-%D8%A7%D8%B3%D8%AA%D8%AE%D8%AF%D8%A7%D9%85-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1-%D9%88%D8%AA%D9%86%D8%B8%D9%8A%D9%85-%D9%8A%D9%88%D9%85%D9%83-%D9%85%D9%86-%D8%B4%D8%A7%D8%B4%D8%A9-%D8%A7%D9%84%D9%8A%D9%88%D9%85 A salesperson's day usually starts with digging: which customers were promised a call today, which deal's follow-up slipped, and where the pipeline stands this month. When that is spread across files, messages and memory, a follow-up gets missed and a deal stalls without anyone noticing. With "Edara CRM", you find all of it in one place with your "Edara" account: what to do today, the deals at risk, and your team's latest wins, so you know where to start and go straight to the deal or task. ## Follow the Steps You sign in to "Edara CRM" with your "Edara" account and land on "Today" first. From there, you move to the other screens from the side menu. ### Signing In You don't need a new account. You sign in with the same email and password you use in "Edara": 1. On the "Sign in" page, click " **Sign in with Edara** ". 2. Enter your email and password in "Edara". 3. You come back to "Edara CRM" on "Today". > **Note:** The first person to sign in to a new workspace becomes its "Admin" automatically. After that, everyone needs an invitation from the admin. To invite your team, see [Inviting Members and Setting Up Roles and Teams in "Edara CRM"](https://help.getedara.com/en/articles/90000046-inviting-members-and-setting-up-roles-and-teams-in-edara-crm). ### Finding Your Way Around Along the top are the search box, the "What's New" bell, the "Assistant" button if your workspace has it turned on, the "Notifications" bell, then your name and current organization. The side menu has four groups: - "Work": "Today", "Tasks", "Activities" and "Email". - "Records": "Leads", "Deals", "Organizations", "Contacts" and "Products". - "Insights": "Analytics" and "Revenue actions". - "Configure": "Workflows" and "Settings". The red number on "Tasks" counts your overdue tasks and the ones due today, and it disappears once you finish them all. To collapse the menu into a narrow strip, click the menu button (☰) at the edge of the top bar. Click it again to expand it, and your choice is remembered. > **Note:** Screens your role can't open don't show in the menu. ### The Account Menu Your name at the end of the top bar takes you to your personal settings and lets you move between your organizations: 1. Click your name at the end of the top bar. 2. Choose what you need from the menu. - "My profile": your photo and name. - "Switch Organization": move to another organization you belong to in "Edara", and the screen reloads with its data. - "Toggle dark mode" and "Switch language" between Arabic and English. - "Interface preferences": page motion, and the win celebration and its sound. - "Help & Guide": opens the guide in a new tab. - "Send feedback": tell the "Edara" team about a problem or an idea. - "Sign out". ### The "Today" Screen "Today" shows how many tasks are due and how many deals need you. Below that are four numbers: "Open pipeline", "Weighted", "Won" and "Win rate", then three cards: - "Needs you today": your "Overdue" tasks first, then the ones "Due today". Click a task to open its deal, and a task with no deal opens "Tasks". - "Deals at risk": up to 5 open deals, largest first, that are past their close date, or close within 30 days at under 60% probability. - "Recent wins": the last 5 deals your team won. "**View all**" on each card opens its full screen: "Tasks", "Revenue actions" or "Analytics". When a card is empty, it shows a message such as "You're all caught up" or "Nothing at risk". > **Note:** A deal with no probability counts at 50% in "Weighted". Amounts show in the default currency set in "Settings". ### Adding a Deal from "Today" When a customer calls with a new request, you can record it as a deal without leaving "Today": 1. Click " **New deal** ". 2. Type the "Deal title" and "Value", choose the "Stage", and add the "Organization" and "Contact person" if you have them. 3. Click " **Create Deal** ". If you type the organization before the title, the title is suggested from its name. The new deal shows under "Deals" in the stage you chose. ### Going Back to Where You Were When you open a record from a list or from another record, a "Back to …" button shows with the name of the page you came from, such as "Back to Organizations". Click it, or use the browser's back button, to return to the page as you left it. To open a record in a new tab, click it while holding Ctrl (or Cmd on a Mac). ## Important Things to Know - On a phone, tap ☰ to show the side menu, and a bar at the bottom of the screen takes you to "Today", "Deals", "Organizations", "Contacts" and "Activities". - If you see "Failed to load", click "Try again". - To move deals through the pipeline stages, see [Tracking Deals and Moving Them Through Pipeline Stages in "Edara CRM"](https://help.getedara.com/en/articles/90000033-tracking-deals-and-moving-them-through-pipeline-stages-in-edara-crm) . ## Try It Yourself Sample data — it doesn't affect any real data. Collapse the menu with ☰, open the account menu from your name, click a task under "Needs you today", then add a deal from "New deal". ## You May Be Wondering **Do I need a new account to sign in?** No, you sign in with the same email and password you use in "Edara". **Why don't I see some screens in the side menu?** Because your role doesn't allow opening them. The admin can change your role. **Can I add or hide cards on "Today"?** No, the cards on "Today" are fixed, but what they show changes with your tasks and deals. **How do I move to another organization?** Click your name at the end of the top bar, then "Switch Organization", and choose the organization.