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Sales is where Lynka turns early prospects into managed commercial opportunities. Prospects can arrive from manual entry, imports, campaigns, or the built-in Lead Generator, but they enter the same ownership, activity, qualification, and Deal lifecycle once your team decides to work them. The area is deliberately split into Leads, Deals, Companies, and Activities because each record answers a different question. A lead asks: Is this prospect worth pursuing? A deal asks: What commercial opportunity are we trying to win? A company asks: Which customer organization does this work belong to? An activity asks: What happened, and what should happen next?

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The Sales workspace

Desktop Sales has tabs for Overview, Leads, Deals, Companies, and Activities. Lead and deal lists can use table and Kanban presentations. Lists support server-side search, filtering, sorting, pagination, and the data scopes available to the user. On mobile, the same record types use compact cards, mobile filters, and full-screen or overlay detail flows instead of reproducing the desktop table on a small screen.

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LeadGen can feed Sales, but Sales decides what is real

LeadGen helps discover prospects. Sales decides which of those prospects deserve follow-up, who owns them, whether they qualify, and whether they eventually become won business. Keeping those jobs separate protects pipeline quality. Use LeadGen to CRM if prospecting is your starting point.

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Start with a lead when qualification is still open

Use a lead for a prospect that has not yet passed your qualification process. The built in lifecycle supports New, Contacted, Qualified, Lost, and Disqualified, while your workspace can show configured labels and colors. A lead can hold contact details, company context, owner, activities, notes, documents, email context, and qualification readiness. When the prospect is ready, use the qualification wizard. It confirms need, decision maker, budget, timeline, and a concrete next action, then creates the related deal only after the backend lifecycle check succeeds.

Create a lead

Capture a new prospect with the context your team needs to act.

Qualify a lead

Confirm readiness and create the commercial deal.

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Use Deals for pipeline and final sales outcomes

Once a commercial opportunity exists, manage it as a deal. Deals carry stage, expected amount, probability, expected close date, owner, activity context, and final outcome. Open stages such as New, Qualified, and Proposition represent active pipeline work. Won, Lost, and Disqualified are final outcomes and use the close lifecycle rather than a casual card move.

Manage the pipeline

Move open deals forward and find work that needs attention.

Close a deal

Record won, lost, or disqualified outcomes with close context.

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Ownership and scope

Ownership identifies who is responsible for the record. Scope determines which records a user can see. They are related, but they are not the same thing. A rep can work Mine scope, a manager can use team scope where available, and an owner can have workspace-wide visibility when the appropriate view_all permissions are granted. Changing a record owner does not automatically change the whole team’s access policy.

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Activities keep the pipeline honest

Schedule calls, meetings, emails, follow-ups, and other work so every active record has a clear next step. Completed customer-facing activity feeds the attention logic used by built in automation. Sales automation includes rules for leads with no owner, leads needing attention, deals with no next step, overdue follow-up, stale stages, approaching close dates, past close dates, missing loss reasons, and won deals missing an expected invoice.

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Sales reporting

The active report catalog includes New Leads Trend, Lead Sources, Lead Response Time, Lead-to-Qualified Rate, Lead-to-Win Funnel, Pipeline Value by Stage, Deals Needing Attention, Win Rate, Won vs Lost Trend, Sales Cycle Length, and campaign-related sales reports. Money reporting uses the workspace base currency where valid FX information exists. Won value belongs to the deal close lifecycle, not to the total of invoices linked later.
If Sales numbers differ between two users, compare data scope, period, timezone, and currency quality before assuming the calculation is wrong.

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Where to go next

Dashboard: see what needs attention before you open every area

Use Lynka’s configurable dashboard to review customer work, pipeline, activity, finance, inventory, tasks, and operational signals based on your access and saved layout.

Customize your Lynka dashboard

Add, remove, resize, and arrange dashboard widgets, change scope, restore defaults, and understand why mobile uses a different layout from desktop.

Leads

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.

Deals

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.

Companies and activity

Companies and contacts in Lynka Sales

Learn how company and contact records connect leads, deals, activities, quotes, invoices, tickets, and customer history in Lynka.

Manage companies and customer context

Use company records to keep contacts, leads, deals, tickets, addresses, notes, and commercial activity connected to the same customer organization.

Activities, tasks, notes, and follow ups in Lynka Sales

Learn how Lynka activities, tasks, notes, reminders, and calendar views keep lead and deal follow ups connected to customer records.

Log calls, emails, meetings, and follow-ups

Add customer-facing activity to leads and deals, keep the timeline useful, and understand how completed activity affects attention and follow-up reporting.

Last modified on September 7, 2026