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A deal represents a commercial opportunity that belongs in your pipeline. It is the record that carries stage, expected value, expected close timing, ownership, activities, and the final won, lost, or disqualified outcome.

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Should you create the deal directly?

If you are still working an unqualified prospect, start with a lead and use the qualification flow. Qualification creates the related deal after the readiness checklist passes. Create a deal directly when the opportunity already exists at a commercial stage and you do not need to represent an earlier lead qualification step.

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Create the deal

1

Open Deals

Go to Sales, then Deals.
2

Start the create flow

Use Create deal or the equivalent create action in the current layout.
3

Name the opportunity

Use a name your team will recognize in the pipeline. A useful convention combines the account and the specific opportunity rather than only the customer name.
4

Add commercial context

Complete the available company or contact relationship, owner, stage, expected amount, expected close date, probability, and next action context that your process uses.
5

Save

Save the deal. It now contributes to the open pipeline according to its outcome, value, currency, and stage.

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The fields that affect reporting most

Outcome determines whether the opportunity is open or finally closed. Open pipeline reporting should use the open outcome rather than trying to infer openness from a list of stage names. Expected amount represents the commercial value while the deal is open. When the deal closes as won, Lynka can preserve the actual won amount separately. Probability is used for weighted pipeline calculations when the deal has a usable value. Expected close date drives attention rules such as Deal close date approaching and Deal close date passed. Owner affects Mine, team, and broader reporting scope. Next activity or next step helps prevent deals from sitting in the pipeline without a clear action. The automation catalog includes Deal has no next step and Deal follow-up due.

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Currency

Deal reporting normalizes values into the workspace base currency where the necessary FX information exists. Do not manually rewrite a foreign-currency deal just to make a dashboard total look right. The reporting layer should convert it or flag missing FX information rather than inventing a value.

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Permissions

Creating a deal requires deal.create. Editing and reassignment are separate permissions. Reopening a closed deal requires deal.reopen_closed.

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Next steps

Once the deal exists, manage it through the pipeline, schedule the next activity, create the commercial documents when appropriate, and close the deal when the outcome is known.
Last modified on September 7, 2026