Lynka
Search a niche, shortlist the accounts worth pursuing, qualify them before they enter the pipeline and keep proposal changes under control when a client starts negotiating.
A small agency targeting hospitality in one city can research broadly without adding every restaurant to its CRM.
The useful workflow is to research broadly, save selectively and only create opportunities for accounts that have become genuine sales conversations.
The quote can include custom services or products, quantities, price, discounts, tax, currency, validity and terms.
If the client removes a workstream or negotiates the fee, create a revision. The earlier offer remains available while the updated version becomes current.
Internal approval can hold the quote before customer signing begins when pricing or terms need another check.
Save the accounts worth pursuing, qualify them properly and keep the proposal history once the pitch gets serious.
No. Search results stay outside Sales until the agency chooses which businesses to save.