Lead qualification before pipeline
Track source, owner, priority, notes, next action and qualification details while the team decides whether a prospect is worth creating a deal for.
A sales pipeline becomes unreliable when every contact is treated like an opportunity and follow-up lives in somebody's memory.
Lynka separates early leads from qualified deals, gives each active opportunity an owner, stage, value, probability and expected close date, and keeps the calls, tasks, meetings and emails around the customer record.
Track source, owner, priority, notes, next action and qualification details while the team decides whether a prospect is worth creating a deal for.
Manage stage, expected amount, currency, probability, expected close date, recurring revenue details and the final won or lost outcome.
Schedule calls, meetings, emails, tasks and other work with assignment, due dates, reminders, recurrence and overdue status.
Connect Gmail, keep inbound and outbound messages with the relevant CRM record, and retain thread history when the conversation continues.
Sales activity is the work between pipeline stages. Lynka attaches that work to the lead or deal so the team can see what was promised, who owns it and when it is due.
Use the recorded score and its factors as another qualification signal instead of treating a number as an unexplained verdict.
Lead scoring is useful when it helps a rep decide where to look first. It becomes dangerous when a simple number is marketed as proof that somebody wants to buy.
Create sales sequences with email and task steps, waiting periods and stop conditions, including stopping when a reply is detected.
Sales email is most useful inside a CRM when the next person can understand the conversation without searching another inbox. Lynka links Gmail messages and threads to the sales record behind them.
Set count or amount targets for a period, compare actual performance with the target and review attainment for an individual or team.
A sales target is more useful when the team can explain the number. Lynka keeps the target, actual result, attainment ratio and supporting sales records connected.
Yes. Leads can be researched and qualified before a genuine opportunity is created in the deal pipeline.