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

# Set up your Lynka workspace without overconfiguring it

> Set up Lynka for your real business workflow by choosing product areas, finance context, LeadGen, Sales lifecycle, team access, integrations, and one real test transaction.

Do not configure every possible setting before creating a real record. Start with the decisions that affect the whole workspace, then prove one end-to-end workflow.

<Steps>
  <Step title="Choose the work Lynka should handle first">
    Decide whether your first goal is prospecting, Sales, quoting and invoicing, stock, Accounting, support, or team collaboration.

    If you are unsure, use [Choose your first workflow](/getting-started/choose-your-workflow).
  </Step>

  <Step title="Confirm the product areas you need">
    Review installed areas in Settings. Navigation is filtered by the workspace capabilities, installed areas, and the current user’s access.

    Do not install or expose an area simply because it exists. Give the team the parts of Lynka that match real work.
  </Step>

  <Step title="Set currency, timezone, and finance basics">
    If you will use Accounting or posted invoices, review the workspace base currency, document currency behavior, timezone, tax configuration, and chart of accounts before real financial posting begins.

    These are operating settings, not cosmetic preferences. See [Regional setup](/regional/overview) if your business works across Africa, Europe, or the Middle East.
  </Step>

  <Step title="Review the Sales lifecycle">
    Check lead statuses, deal stages, ownership, and assignment. Keep the core lifecycle clear: a Lead is qualified into a Deal, and the Deal is what eventually closes as won, lost, or disqualified.
  </Step>

  <Step title="Set up LeadGen if prospecting is part of your plan">
    Decide who is allowed to run LeadGen and how the team will review and assign generated prospects.

    Do not generate a large list before somebody owns the follow-up process. Start with [Lead Generator](/leadgen/overview).
  </Step>

  <Step title="Invite the team after access is clear">
    For a Teams workspace, decide which product areas each person needs, what actions they need, and whether their record visibility should be Mine, team, or wider workspace scope where supported.

    Use [Run Lynka with a small team](/teams/run-small-team) before giving ordinary users Admin access.
  </Step>

  <Step title="Connect integrations and notifications">
    Connect Google or Gmail if your workspace uses it, then review notifications and automation. Provider status must come from the backend, so a button or saved local setting does not by itself prove the external connection succeeded.
  </Step>

  <Step title="Complete one real workflow">
    Pick one path and finish it. For example: LeadGen prospect → Lead → qualification → Deal → Quote. Or Product → Purchase Order → Goods Receipt. Or Invoice → Payment → Accounting review.

    Fix misunderstandings now, before importing large volumes of real data.
  </Step>
</Steps>

## Desktop and mobile

On desktop, Settings uses a persistent settings sidebar and content pane. On mobile, Settings uses a list and detail pattern so long configuration areas remain usable on a smaller screen.

Lynka's mobile experience also uses bottom navigation, cards, compact filters, and full-screen or overlay detail flows where desktop tables and drawers would not fit well.

## Current plans

These docs explain what capabilities do. Use the website for current prices, included users, LeadGen allowances, and billing terms.

<Card title="Current plans and pricing" icon="external-link" href="https://lynkacrm.com/pricing" cta="View pricing" arrow="true">
  Check current commercial packaging at lynkacrm.com/pricing.
</Card>