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A deal is the commercial opportunity. This is where Lynka tracks the pipeline after a lead has been qualified or a deal has been created directly. The fallback stages are new, qualified, proposition, won, lost and disqualified. Workspaces can configure the visible labels and colors. The underlying outcome is separate from the display stage, with open work kept distinct from won or lost results.

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What belongs on a deal

Use the deal for expected value, probability, expected close date, ownership, activities, related company or contact, files and commercial follow up. Quotes and invoices can connect back to the deal so the sales and agreement history stays together.

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Close a deal

Won, lost and disqualified are final flows. Close actions can request a reason, and a won deal records the deal value at close. Reopening a closed deal is separately permission controlled.
Reports use deal close events and the deal’s commercial value. An invoice is not a substitute for the deal outcome. This prevents installment invoices or multiple invoices from silently changing the value of the won sale.

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Keep the next step real

Lynka has automation rules for deals with no next step, stale stages, follow ups that are due and expected close dates that are approaching or already passed. Those rules work best when activities and close dates are kept current.

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Permissions

Deal permissions can include create, edit, assign, view all, reopen closed and import. Team or user scope can further limit which records you see.

Create a deal

Create a sales deal directly, add the commercial context that drives pipeline reporting, and understand when qualification should create the deal instead.

Manage deals through the sales pipeline

Move open deals through stages, use table or Kanban views, keep next actions current, and understand what makes a deal show up as needing attention.

Deal value, pipeline value, and weighted pipeline

Understand how Lynka treats expected deal value, won value, probability, currency conversion, pipeline totals, and average deal size.

Close a deal as won, lost, or disqualified

Finish a deal with a final outcome, close reason, close date, and won value so Sales reporting reflects the real commercial result.

Reopen a closed deal

Reopen a previously closed opportunity when the commercial outcome genuinely changes, and understand the permission and reporting impact.

Last modified on September 7, 2026