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Example workflows

See common workflows in Lynka.

Follow practical examples for prospecting, quoting, purchasing, stock and invoicing.

Agency prospecting

Search a market, review prospects, qualify the useful ones, manage the opportunity and create the quote.

Explore workflow
Lead capture
Capture form
What gets collected.
Company name
Northstar Logistics
Website
northstar.example.com
Country
United States
Size
11-50 employees
Saved result
What becomes usable downstream.
Source
Website inquiry
Assigned owner
Maya Bennett
Lead score
340
Routing
Sales · Qualified review
Next step
Call within 30 minutes

Distributor sales and inventory

Follow customer demand through quoting, purchasing, receiving, stock and invoicing.

Explore workflow
Lynka
Products
Suppliers
Purchase Orders
Goods Receipts
Create product
⌂
◔
≣
⌁
▦
Search products...
My records
Product
SKU
Price
Status
Brand
Lemon CRM Suite
PRD-0007
USD 200.00
Active
Northstar
Launch Kit
PRD-0004
USD 30,000.00
Active
BluePeak
Support Add-on
PRD-0008
USD 3,000.00
Active
Cedar Grove
Service Credit
PRD-0011
USD 110.00
Inactive
Atlas
Launch Kit
PRD-0004
Product information
Pricing
Stock
Related
Product name
Launch Kit
Description
Implementation and setup bundle
Category
Services
Brand
BluePeak
Item type
Stocked item
Installation
Standard product

Consultant quotes and invoices

Follow a client inquiry through qualification, quote revisions, acceptance and invoicing.

Explore workflow
Quote builder
Q607204
Draft quote · USD
Adjust tax
Choose template
Customer or Deal
BluePeak Trading
Due date
09/15/2026
Currency
USD
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
Add tags...
Customer notes
Visible on the final document...
Totals
Subtotal
USD 1,496.15
Tax total
USD 224.42
Grand total
USD 1,720.57

Explore more of Lynka

See the product, compare plans or open a workflow that matches how your team works.

Start FreeSee pricing
Find and save prospectsManage sales and follow-upCreate quotes and invoicesManage stock and purchasingSee what Start Free includes
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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Product

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  • Overview
  • Lead Generation
  • Sales
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Built For

  • Overview
  • Small businesses
  • All industries
  • Agencies
  • Consultants & professional services
  • Distributors & wholesalers
  • Field service businesses
  • Small sales teams

Workflows

  • Agency Prospecting
  • Distributor Sales
  • Advisory Billing

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  • vs Excel

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