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Sales / Companies & Contacts

A customer account is bigger than one name in an address book.

Keep the company separate from the people who buy, approve, use or pay. Reuse that relationship across new opportunities instead of creating the customer again every time.

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Companies & Contacts illustration
OverviewLead ManagementSales PipelineCompanies & ContactsActivities & Follow-upsLead ScoringGmail for SalesSales Targets

Keep the business and its people as different records

A company can carry trading or legal name, industry, website, phone, tax or registration details, source, owner, team, territory, addresses and custom fields.

Contacts keep their own names, emails, phones, job titles and departments. The account can therefore change people without losing its identity or sales history.

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

Mark who buys, who pays and who matters day to day

Contact relationships can identify a primary contact, billing contact, decision maker or another role while each person remains a normal contact in their own right.

That makes handover easier because the next salesperson does not have to decode a note to discover who approves the purchase or receives the invoice.

Lead scoring and next actions
Focus on decision support.
Priority
Lead score
340
Fit
High
Intent
Very high
Activity
Pricing 2x
Owner
Jordan Lee
Cadence preview
Action
Timing
Intro email
Immediate
Qualify call
2d later
Send quote
Post-call
Follow-up
3d later

Let one customer buy more than once

The same company can have several opportunities while every opportunity keeps its own stage, value, owner and outcome.

Repeat sales, separate departments and parallel opportunities therefore do not require duplicate company records just to keep the deals distinct.

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

Carry the right company and contact into the commercial record

Quotes and invoices can reference the customer and contact involved in the transaction. Sales and billing can work from the same underlying account while the commercial document keeps its own history.

The customer relationship survives the move from conversation to quote to invoice without flattening those documents into the company record itself.

Quote to invoice
Draft invoice
Converted from quote
Import from Quote
Finalize Invoice
Customer or Deal
BluePeak Trading
Due date
10/01/2026
Currency
USD
Line item
Qty
Unit
Tax
Line total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Items imported
Imported 1 line item from Q000271.
Import from Quote
Search quotes...
Q000271
Tunnel Lounge
USD 115.00
Ready
Q000289
Summit Advisory
USD 243.80
Expired
Q000257
BluePeak Trading
USD 1,352.57
Ready

Let service start with a known customer

Support tickets can reference the customer and relevant product, quote or opportunity when those records matter to the issue.

The support team gets useful account context without turning the ticket into a sales note or forcing the customer to be recreated in another system.

Clean duplicates without pretending they never existed

Company, contact and lead records include merge-history fields so a consolidated record can retain where a duplicate was merged and why.

Merge history is a cleanup safeguard, not an excuse to create duplicates freely. Its job is to make consolidation more traceable when cleanup is necessary.

The person negotiating the deal may not sign it. The signer may not receive the invoice. The daily user may never appear in the sales call.

Companies and contacts give those people distinct identities without fragmenting one customer into several duplicate accounts.

B2B relationships get messy when company data, people and deal history are flattened into one record. Lynka keeps those layers separate while still making the relationship easy to follow.

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.

Carry customer context into support tickets

Carry customer context into support and service.

Questions about Companies & Contacts

Can one company have multiple contacts?

Yes. Companies can have multiple related contacts, each with their own details and relationship role.

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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