How sales work in Yukon¶

Yukon keeps the early conversation separate from the work you are actively selling. A lead is someone you are still deciding about. An opportunity is a specific piece of business you are working. Converting a lead is the moment you commit to the second.

This page is the shape of the whole path. Each step links to the guide that covers the clicks.

The path¶

1. A person or business arrives as a lead.
2. You give it an owner, add context, and work through qualification.
3. You decide there is real business here.
4. You convert the lead. Yukon matches or creates a contact, an organization where the lead names one, and — when you choose it — an opportunity.
5. The opportunity starts in the workspace's default pipeline at its first open stage.
6. You work it from Pipeline: stakeholders, amount, next action, stage movement, scheduled follow-ups.
7. You record the outcome as Won, or Lost with a reason.

The lead is not deleted. It becomes a read-only record of how the qualification and conversion decision was made, while the contact becomes the home for the ongoing relationship — its email, notes, activities, and documents move there rather than being copied into two histories.

Lead or opportunity?¶

Keep someone as a lead while the question is still is there business here. Leads carry a source, owner, status, score, notes, email, activities, and documents, so nothing is lost by waiting.

Create an opportunity when the question becomes will we win this one. An opportunity should have an owner, an organization where one is known, at least one stakeholder with a primary contact, a current stage, and a next action.

The common mistake is leaving live deal work on a lead because the conversation already started there. Convert when your team is ready to manage it as a deal.

What a healthy pipeline looks like¶

• The stage says what is true now, not what you hope happens next.
• Every open opportunity has an owner and a next action.
• The organization is linked, not retyped as a near-duplicate.
• The buying group appears as stakeholders rather than one lonely contact.

A full column with no owners and no next actions is not a pipeline. It is a list of decisions nobody has made yet.

Where to go next¶

• Work with leads for qualification and the conversion dialog.
• Opportunities and pipelines for working the board and recording outcomes.
• Contacts and organizations for the records conversion produces.
• Navigate and search to find any of them quickly.