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A lead represents someone you may sell to. It is where you keep the early relationship, owner, contact work and qualification state before the opportunity becomes a deal. The built in fallback lead statuses are new, contacted, qualified, lost and disqualified. Your workspace can expose configured labels and colors instead, so use the status names shown in your app.

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Create and work a lead

Create a lead from Sales, then add the information your team needs to act on it. Depending on the record and permissions, lead detail can expose assignment, notes, activities, email, chat and related context. A good lead record should answer two practical questions: who owns the next action, and what should happen next?

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Qualify a lead

Qualification is confirmation based. The qualification checklist is not a hidden editor for owner, budget, contact or timeline. The flow requires the required confirmations and a nonempty next action. When the database lifecycle check passes, Lynka creates the related deal and shows a confirmation that lets you continue to the deal or stay where you are.
1

Open the lead

Review the person or company context, owner and recent activity.
2

Confirm qualification

Complete the required qualification confirmations and enter the next action.
3

Create the deal

Finish qualification. Lynka creates the deal only after the lifecycle contract succeeds.
4

Continue in Deals

Manage stage, value, expected close and final outcome on the deal.

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Lost and disqualified leads

Lost and disqualified are terminal lead states. If a lead already has an open deal, Lynka can apply guardrails before allowing a lead loss action because the lead and commercial opportunity should not contradict each other.

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Lead score and review queues

The lead list can show a score or probability value and supports minimum and maximum score filters. Treat that score as prioritization context, not as a replacement for the qualification decision. Sales also includes review queues for duplicate leads and qualification review. Duplicate review is audit only in the current UI: reviewers can record decisions such as reviewed or not duplicate without silently changing the underlying lead records.

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Permissions

Common lead permissions include create, edit, delete, assign, team view and all records view. Import access is separate from normal create access.

Create a lead in Lynka

Create a new sales lead, capture the right contact and company context, assign ownership, and understand what happens after you save.

Assign a lead to an owner

Assign or reassign a lead, understand owner visibility, and troubleshoot cases where a user can edit a lead but cannot assign it.

Find and filter leads

Use lead search, status, owner, priority, language, scope, table, and Kanban controls to find the prospects that need attention.

Qualify a lead into a deal

Use Lynka's qualification checklist to confirm sales readiness, create the related deal, and keep lead and deal lifecycle reporting clean.

Mark a lead lost or disqualified

Close out a lead that should not continue, understand the open-deal guardrail, and keep lead status consistent with related opportunities.

Last modified on September 7, 2026