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Sales / Activities & Follow-ups

Put the next sales action on the record before you forget it.

Schedule calls, meetings, emails and tasks with an owner and due date. Add reminders, repeat regular follow-ups, and snooze work that genuinely needs a new time.

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Schedule the work that actually moves a sale

Create calls, emails, meetings, tasks or other activities against the sales record they belong to. Add a summary, note, due date, priority, duration and assignee so the next action is clear before the current conversation is forgotten.

Activities can be used around leads and opportunities and can also attach to other supported Lynka records when follow-up belongs to billing, support or another business process.

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

Set a reminder before the due date

An activity can remind the owner a set amount of time before the deadline, with both in-app and email reminder delivery tracked.

That gives a rep more than a static due date. The follow-up can actively return to their attention before it becomes overdue.

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

Repeat the activities that repeat in real life

Recurring activities support a repeat unit, interval, count and end date. That can suit regular account reviews, recurring check-ins or other sales tasks that should reappear on a schedule.

Generated occurrences remain related to the original recurring activity so the pattern does not have to be recreated manually each time.

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

Complete, cancel or snooze without pretending nothing changed

Completed activities can keep the completion time and note. Canceled activities can keep the cancellation time and reason.

If the task is still valid but the timing changed, it can be snoozed to a future due time rather than being marked complete just to clear the list.

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

Find follow-up that has slipped

Open activities with due times in the past can be counted as overdue follow-up. Sales managers can use that signal to find accounts where the next action has not happened yet.

The goal is not to celebrate activity volume. It is to make unfinished customer commitments difficult to lose.

Review activity as part of sales performance

Lynka has activity history and sales reporting that can connect sales work with the lead or opportunity it was performed against.

That gives a manager a better starting point for coaching than asking every rep to reconstruct the week from memory.

A sequence can create the next task instead of only sending email

Sales sequence steps can include task activities as well as email. That means a repeatable follow-up can say wait, send an email, then create a call or task for the salesperson instead of trying to automate every interaction.

The resulting scheduled activity still has the normal due date, assignment and completion history, so the rep can work it like any other sales activity.

Not every activity is a fifteen-minute task

Activities can store duration and can be marked as all-day when that better fits the work. Recurrence can use an interval and optional end condition for follow-ups that repeat on a schedule.

Those details matter when the activity list is being used as an actual work queue rather than a loose collection of reminders.

A pipeline card can say “proposal sent” for two weeks and still hide the most important fact: nobody scheduled the follow-up.

Activities make the next commitment explicit.

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.

Continue through Sales

Sales overview

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

Lead Management

Organize and qualify the prospects you save.

Sales Pipeline

Go deeper into the sales workflow.

Companies & Contacts

Go deeper into the sales workflow.

Questions about Activities & Follow-ups

What kinds of sales activities can I track?

Calls, emails, meetings, tasks and other activity types can be scheduled with notes, due dates, priorities and assignment.

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