1. Capture the lead
Open Sales > Leads and create the prospect. Add the information your team needs to identify the person or business and decide what should happen next. At this stage, focus on useful sales context rather than filling every possible field. The important question is whether someone can open the record later and understand who the prospect is, who owns it, and what the next action should be. If your workspace uses assignment controls, choose the owner who is responsible for the lead. Users need the appropriate lead permissions to create or assign records. On mobile, the lead list is shown as a compact card based view instead of the full desktop table. Create and edit flows use the mobile form or full screen panel, but they act on the same lead record.2. Work the lead before qualification
Use activities, notes, email and other available record actions to keep the customer history on the lead. The lead status can move through the active statuses configured for your workspace. Typical reasons to keep a prospect as a lead include:- you have not confirmed that there is a real opportunity yet
- the buyer, need, timing or budget is still unclear
- the next action is prospecting rather than managing a sales opportunity
- the prospect has not reached your qualification standard
3. Qualify the lead when the opportunity is real
Qualification is not a status shortcut. It is a controlled lifecycle action. Open the lead and start the qualification flow. The current qualification workflow asks you to confirm the required qualification checks and provide a real next action. Those confirmations are not hidden editors for fields such as owner, budget or timeline. They are confirmations that the qualification criteria have been reviewed. The database lifecycle contract requires the required confirmations and a nonempty next action before qualification can complete.4. Let Lynka create the related deal
When qualification succeeds, Lynka creates the related deal through the qualification lifecycle. The UI confirms that the deal was created and lets you continue to the deal or remain in the current context, depending on where you started the flow. This matters because the deal is not simply a copied lead. It becomes the commercial record used for pipeline management, expected value, expected close timing, activities and final outcome. If qualification fails, do not manually pretend the lead was qualified. Review the validation message and complete the missing requirement first.5. Manage the opportunity in Deals
Open Sales > Deals. On desktop, you can work in table or Kanban views where available. On mobile, deal records are presented as compact cards with mobile filters and detail panels. Use the deal to manage information such as:- stage
- expected value
- probability where used by the pipeline
- expected close date
- company and contact context
- assigned owner
- next activities and follow ups
- related quotes and invoices where applicable
6. Close the deal with the real outcome
When the opportunity is finished, close the deal using the appropriate outcome. Won, lost and disqualified are final commercial outcomes, not ordinary progress stages. A close reason is part of the controlled close workflow where required. Closing the deal also creates lifecycle history that reporting can use to understand won and lost performance. For won deals, Lynka uses the deal close value as the sales outcome. It does not treat invoice totals or payment totals as a replacement for the deal’s commercial value. That distinction prevents installments, multiple invoices or later settlement activity from rewriting what the sale was worth when it closed. If a closed deal needs to return to active selling, use the controlled reopen action. The user needsdeal.reopen_closed permission for that action.
What each record answers
Keeping those meanings separate is important for clean reporting.
Common mistakes
Marking a lead as won
Do not do this. Qualify the lead and close the resulting deal instead.Creating a second deal manually after qualification
Check whether qualification already created the deal before creating another one. Duplicate opportunities distort pipeline value and sales reporting.Closing a deal without a useful reason
Where the close workflow asks for a reason, record the real reason. Lynka can surface lost deals that are missing one.Treating invoice payment as deal value
Payment settles an invoice. It does not redefine the original won deal value.Related guides
Qualify a lead into a deal
See the qualification checks and what happens after qualification.
Manage the sales pipeline
Work with open deals, stages and attention signals.
Close a deal
Use won, lost or disqualified correctly.
Understand deal value
Learn how Lynka separates deal value, pipeline value and settlement.