1. Define the market
Start with the businesses you can actually serve. Use the LeadGen targeting controls available to your workspace to describe the market through search terms, geography, industry, and supported enrichment options. A small team should prefer a result set it has time to review and follow up over a huge list that becomes stale.2. Run LeadGen
Start the generation run. Lynka validates workspace access, run permission, and available capacity on the backend. The run is tracked through completion. If a charged run is finalized as failed, no results, or canceled, the current backend refund path restores its charged capacity when it has not already been refunded.3. Review the prospects
Do not automatically promote every result into active pipeline. Check whether the company is a real fit, whether it already exists in the CRM, and whether your team has a reason to work it. This is where duplicate review and human judgment matter.4. Create the Lead
A prospect you intend to work belongs in Sales as a Lead while qualification is still open. Assign an owner. Add the next action. Keep notes and communication context on the CRM record rather than in a separate spreadsheet.5. Follow up
Use Activities to record what happened and what should happen next. Lynka can surface Leads that have no owner or have gone too long without customer-facing activity. For a small team, this is the difference between “we generated leads” and “somebody is actually working them.”6. Qualify the Lead
When the prospect is ready, use the qualification wizard. It requires readiness confirmations and a nonempty next action before creating the Deal. Qualification is not the same as winning. It means the prospect has become a real commercial opportunity.7. Work the Deal
Use the Deal for expected value, stage, probability, expected close date, ownership, activities, and final outcome. Move the opportunity through the pipeline based on real progress. If it is won, close the Deal as won. If it is lost or disqualified, record the appropriate final outcome and reason.8. Create the Quote
Use a Quote to propose products or services, pricing, tax, discounts, terms, and validity. A Quote does not mean the customer owes money yet.9. Create the Invoice
When the business should record money owed, create the Invoice. Depending on plan and permissions, posting can create the accounting effect required by the finance workflow.10. Record Payment
Record the customer’s payment against the Invoice. A partial payment reduces what remains outstanding without pretending the Invoice is fully settled. The payment state should come from the cleared or recognized payment logic used by the product, not from manually typing “paid” into a note.11. Review the outcome
Now the business can ask better questions:- Which LeadGen target produced this customer?
- How long did first follow-up take?
- How long was the sales cycle?
- What value was won?
- What was quoted and invoiced?
- What has actually been paid?
- Which salesperson or team owned the work?
LeadGen overview
Understand targeting, capacity, and the CRM handoff.
Quote to cash
Go deeper on Quotes, Invoices, and Payments.