> ## Documentation Index
> Fetch the complete documentation index at: https://flow9.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart: your first lead to won deal

> Capture a lead, qualify it, convert it to a deal, and mark it won — in about five minutes.

This walkthrough takes one record through the whole pipeline so you can see how
Funnel's core objects connect. You need a Funnel account — if you don't have one
yet, [start a free trial](https://flow9.online).

<Note>
  You do not need to finish setup first. The
  [Onboarding page](/guide/onboarding) is optional and never blocks you, so
  you can run this walkthrough on a brand new workspace.
</Note>

<Steps>
  <Step title="Create a lead">
    Go to **Leads → Create Lead**. Fill in the name, email, and inquiry details,
    pick a **source** (where the lead came from), and save.
  </Step>

  <Step title="Qualify it">
    Open the lead and set its **status** and **priority**. Add a follow-up
    **task** so it shows up on your task list.
  </Step>

  <Step title="Convert to a deal">
    When the lead is ready, convert it to a **deal**. The deal enters your
    pipeline with its own status, value, and priority.
  </Step>

  <Step title="Work the deal">
    Log **activities** (calls, meetings, notes) on the deal as you progress it
    through your pipeline stages.
  </Step>

  <Step title="Mark it won">
    Move the deal to a won status. The contact now appears under **Customers**,
    ready for invoicing and repeat business.
  </Step>
</Steps>

<Tip>
  Trial workspaces come pre-loaded with sample leads, deals, and customers so
  you can explore without creating everything yourself. See
  [Trial & demo data](/guide/trial-and-demo-data).
</Tip>

## Where to go next

* [Tour the dashboard](/guide/dashboard-tour)
* [Set up your workspace](/guide/onboarding)
* [Set up an AI calling campaign](/guide/ai-campaigns/create-a-campaign)