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Sales / Sales Pipeline

A pipeline for deals your team is actually trying to win.

Keep stage, expected value, probability, close date, owner and the next sales action on each qualified opportunity, then record the real outcome when it closes.

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Sales Pipeline illustration
OverviewLead ManagementSales PipelineCompanies & ContactsActivities & Follow-upsLead ScoringGmail for SalesSales Targets

Put the forecastable facts on the deal

Each opportunity can carry expected amount, currency, probability, expected close date, owner, team and stage. Recurring revenue details can also be recorded when the sale includes a recurring component.

The opportunity can stay linked to the lead, customer and contact behind it, so qualification history does not vanish when the sale enters pipeline.

Lynka
Deals
Leads
Companies
Activities
New deal
⌂
◔
≣
⌁
▦
Search deals...
My deals
Filters
Qualified
2
Northstar Logistics
Maya Bennett
Qualified
USD 28,900
Cedar Grove Interiors
Liam Carter
Qualified
USD 12,400
Proposal
2
BluePeak Trading
Jordan Lee
Proposal
USD 46,200
Skyline Dental
Olivia Hart
Proposal
USD 18,750
Negotiation
2
Harbor Medical
Emma Brooks
Negotiation
USD 91,000
Atlas Retail Group
Noah Reed
Negotiation
USD 34,600
BluePeak Trading
Jordan Lee · Proposal
Overview
Email
Activity
Notes
Deal value
USD 46,200
Stage
Proposal
Owner
Jordan Lee
Expected close
Sep 18, 2026
Probability
64%
Next action
Send revised quote

Use stages for sales progress, not lead quality

Stages describe where a qualified opportunity sits in the sales process. Probability and expected close timing add information the stage name cannot carry by itself.

The original lead does not need to be rewritten every time the deal moves. Lead qualification and opportunity progress remain separate parts of the sales history.

Pipeline & deal velocity
Real-time pipeline monitoring and immediate next steps.
Pipeline momentum
See what is moving and what is at risk.
Pipeline
$352K
Won month
$48.5K
Open deals
12
Trend
Next actions
Account
Action
Due
BluePeak
Quote
Today
Harbor Med
Terms
Tmrw
Northstar
Qualify
Today

A deal without a next action is just a number on a board

Schedule calls, meetings, emails, tasks and other activities against the opportunity. Due dates, assignment, reminders and completion history make the work behind each card visible.

That gives a pipeline review something useful to discuss: not only where the deal sits, but who is doing what next and when.

Lynka
Leads
Deals
Activities
Notes
Search records...
Maya Bennett
Northstar Logistics
Jordan Lee
Northstar Logistics
Olivia Hart
Northstar Logistics
Maya Bennett
Qualified lead · Northstar Logistics
Contact
Email
Activity
Notes
Docs
Implementation timeline
Can we align the rollout for early next month?
Pricing review
Please send the updated proposal with the annual billing option.
Reply from Lynka
Updated quote sent. Next step is internal review.
Context
The relationship beside the activity.
Company
Northstar Logistics
Lead score
340
Opportunity
99.9%
Current page
/pricing

Separate pipeline size from pipeline health

Pipeline Value by Stage shows where open opportunity value is sitting. Deals Needing Attention looks for open opportunities that match attention conditions such as staleness.

Win Rate, Sales Cycle Length and Won vs Lost Trend answer different questions again. One total pipeline number should not be forced to explain the whole sales operation.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Close the opportunity, not the lead

Only the opportunity carries the won or lost sales outcome. Closed deals can retain close date, close note, actual amount and the person who closed the record.

That keeps lead generation and qualification metrics from being confused with actual sales results.

Keep the changes managers usually have to ask about

Stage history can retain the previous stage, new stage, actor, time and an optional note. Expected close-date changes can keep the old date, new date and number of days pushed.

A manager can therefore distinguish a genuinely progressing deal from one that has simply been moved forward on the calendar several times.

A pipeline should answer three things quickly: what could close, when could it close, and what needs to happen next?

If those answers live in three spreadsheets and a rep's memory, the board is decoration. Lynka keeps them on the opportunity and backs them with sales history and reporting.

Lynka keeps early prospecting out of the forecast. The pipeline starts when there is a qualified opportunity worth managing as a sale.

Continue through Sales

Sales overview

Manage leads, deals and follow-ups in one sales workspace.

Lead Management

Organize and qualify the prospects you save.

Companies & Contacts

Go deeper into the sales workflow.

Turn a qualified deal into a customer quote

Move customer work into quotes, invoices and payments.

Questions about Sales Pipeline

What can I track on a deal?

Stage, expected amount, currency, probability, expected close date, owner, team, recurring revenue details, activities and the eventual won or lost outcome.

Lynka

Lynka combines business lead generation and CRM, so smaller businesses can find prospects and manage customer work in one place.

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