Lead Status After Conversion
When a lead is converted:
The lead status is updated to Converted
The lead is removed from active follow-up views
The lead no longer appears under:
Pending
Contacted
The lead appears only under the Converted filter for reference
This prevents duplicate outreach and keeps the lead pipeline clean.
Creation of the Consumer Record
At the moment of conversion:
A consumer record is created using the lead’s details
The consumer becomes an active entity in Lynk
The consumer profile is now the source of truth for:
Enrollment
Attendance
Payments
Reports and AI insights
The lead itself remains as a historical reference only.
What Becomes Available After Conversion
Once converted, the coach can:
Add the consumer to one or more batches
Include them in session attendance
Raise payment requests
Track progress and generate reports
Use AI-powered insights tied to real participation
None of these actions are possible at the lead stage.
Why Lynk Marks Leads as Converted
Marking leads as converted ensures:
No accidental double follow-ups
Clear distinction between enquiries and active consumers
Accurate conversion tracking
Better visibility into lead-to-student outcomes
It also allows coaches to quickly understand which enquiries resulted in real enrollments.
What Conversion Does Not Change
After conversion:
Batch enrollment still needs to be done manually
Payments are not auto-triggered
Session schedules are not modified
Attendance remains unmarked until sessions occur
Conversion only changes who the person is in the system, not what they are enrolled in.
Summary
Stage | System Behaviour |
Lead converted | Status set to Converted |
Follow-up | Stopped at lead level |
Student record | Created |
Batch enrollment | Now possible |
Request Payments | Now possible |