# Lynka CRM

> Lynka documentation for entrepreneurs and small teams: built-in lead generation, CRM, sales, quotes, invoices, inventory, accounting, support, reports, automation, permissions, and end-to-end business workflows.

- [Lynka documentation](https://docs.lynkacrm.com/index.md): Learn how entrepreneurs and small teams use Lynka to find prospects, manage sales, quote and invoice customers, control stock, understand finances, support customers, automate follow-up, and work together.
- [What Lynka is and how the parts connect](https://docs.lynkacrm.com/getting-started/what-is-lynka.md): Understand Lynka as a connected CRM and business management platform for entrepreneurs and small teams, including LeadGen, Sales, Agreements, Inventory, Accounting, Support, Marketing, Reports, and team controls.
- [Choose your first Lynka workflow](https://docs.lynkacrm.com/getting-started/choose-your-workflow.md): Pick a practical first workflow based on how your business sells, invoices, manages stock, handles finance, or works as a team.
- [Set up your Lynka workspace without overconfiguring it](https://docs.lynkacrm.com/getting-started/setup.md): 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.
- [Find your way around Lynka](https://docs.lynkacrm.com/getting-started/navigation.md): How the header, sidebar, mobile navigation, product tabs, drawers and shared controls fit together.
- [Using Lynka on desktop and mobile](https://docs.lynkacrm.com/getting-started/mobile-desktop.md): Learn how Lynka navigation, lists, drawers, detail pages, filters, and settings differ between desktop and mobile without changing the underlying workflow.
- [Import existing data](https://docs.lynkacrm.com/getting-started/import.md): Prepare data for import, avoid duplicates and verify the records after processing.
- [What to check in Lynka each morning](https://docs.lynkacrm.com/workflows/daily-business-review.md): Use Lynka as a small business control room by reviewing money, customers, today’s work, stock, support, approvals, and performance in a practical order.
- [From LeadGen prospect to customer payment](https://docs.lynkacrm.com/workflows/find-to-cash.md): Follow one complete Lynka journey from finding a prospect with LeadGen through lead qualification, deal management, quote, invoice, payment, and reporting.
- [Lead to deal workflow in Lynka](https://docs.lynkacrm.com/workflows/lead-to-deal.md): Learn how to capture a lead, qualify it, create the related deal, manage the opportunity, and close the commercial outcome in Lynka.
- [Quote to cash workflow in Lynka](https://docs.lynkacrm.com/workflows/quote-to-cash.md): Follow the complete Lynka quote to cash process from preparing a quote through invoicing, posting, payment, fulfillment, and receivables reporting.
- [Procure to stock workflow in Lynka](https://docs.lynkacrm.com/workflows/procure-to-stock.md): Learn the complete Lynka purchasing workflow from identifying a stock need through purchase orders, partial receipts, goods receipt posting, and inventory review.
- [Invoice to ledger workflow in Lynka](https://docs.lynkacrm.com/workflows/invoice-to-ledger.md): Understand how a customer invoice moves from a commercial document into Accounts Receivable, revenue, tax, payment, cash, and financial reporting in Lynka.
- [Support ticket to resolution workflow in Lynka](https://docs.lynkacrm.com/workflows/support-resolution.md): Learn how to create, assign, respond to, track, and resolve customer support tickets in Lynka while managing SLA risk, ownership, notes, and reopen history.
- [Lead Generator: find prospects inside Lynka](https://docs.lynkacrm.com/leadgen/overview.md): Learn how Lynka LeadGen helps small businesses find prospects inside the same system used for follow-up, qualification, deals, quotes, invoices, teams, and reporting.
- [How a LeadGen run works](https://docs.lynkacrm.com/leadgen/how-it-works.md): Understand the lifecycle of a Lynka LeadGen run, including targeting, workspace access, capacity charging, completion, no-result behavior, failures, and refunds.
- [Target the right prospects with LeadGen](https://docs.lynkacrm.com/leadgen/search-targeting.md): Use search terms, geography, industries, and enrichment options in Lynka LeadGen to describe the businesses you actually want to find.
- [Move LeadGen prospects into your CRM workflow](https://docs.lynkacrm.com/leadgen/results-to-crm.md): Understand how a generated prospect becomes a Lynka lead, why discovery is separate from qualification, and what your team should do before creating a deal.
- [LeadGen credits, allowance, charges, and refunds](https://docs.lynkacrm.com/leadgen/credits.md): Understand how Lynka tracks LeadGen run capacity, plan allowance, bonus credits, run cost, remaining balance, and automatic refunds for failed, canceled, or no-result runs.
- [Use LeadGen with a small sales team](https://docs.lynkacrm.com/leadgen/team-workflow.md): Run prospecting in Lynka, review generated prospects, assign leads, control record scope, follow up, qualify deals, and measure team results without exporting lists between tools.
- [Measure whether LeadGen is creating real pipeline](https://docs.lynkacrm.com/leadgen/measure-results.md): Evaluate Lynka LeadGen by prospect quality, follow-up, qualification, pipeline, won deals, and revenue outcomes instead of only counting generated records.
- [Use LeadGen responsibly across your markets](https://docs.lynkacrm.com/leadgen/privacy-acceptable-use.md): Understand the business responsibility around generated prospect data, outreach, verification, privacy, and regional rules when using Lynka LeadGen.
- [Troubleshoot LeadGen runs and access](https://docs.lynkacrm.com/leadgen/troubleshooting.md): Fix common Lynka LeadGen problems including missing access, disabled Run actions, exhausted allowance, no-result runs, failed runs, stale balance, and duplicate prospects.
- [LeadGen FAQ: common questions about prospecting in Lynka](https://docs.lynkacrm.com/leadgen/faq.md): Answers to common questions about Lynka LeadGen, generated prospects, qualification, credits, team access, geography, enrichment, duplicate records, and plan availability.
- [Sales CRM: leads, deals, companies, and activities](https://docs.lynkacrm.com/product/sales/overview.md): Learn how Lynka Sales connects lead qualification, companies, deals, activities, pipeline management, ownership, automation, and sales reporting.
- [Dashboard: see what needs attention before you open every area](https://docs.lynkacrm.com/product/dashboard.md): Use Lynka’s configurable dashboard to review customer work, pipeline, activity, finance, inventory, tasks, and operational signals based on your access and saved layout.
- [Customize your Lynka dashboard](https://docs.lynkacrm.com/product/dashboard/customize-dashboard.md): Add, remove, resize, and arrange dashboard widgets, change scope, restore defaults, and understand why mobile uses a different layout from desktop.
- [Leads: work prospects before they become deals](https://docs.lynkacrm.com/product/sales/leads.md): Capture prospects, work the relationship and qualify a lead into a deal.
- [Create a lead in Lynka](https://docs.lynkacrm.com/product/sales/leads/create-lead.md): Create a new sales lead, capture the right contact and company context, assign ownership, and understand what happens after you save.
- [Assign a lead to an owner](https://docs.lynkacrm.com/product/sales/leads/assign-lead.md): Assign or reassign a lead, understand owner visibility, and troubleshoot cases where a user can edit a lead but cannot assign it.
- [Find and filter leads](https://docs.lynkacrm.com/product/sales/leads/filter-leads.md): Use lead search, status, owner, priority, language, scope, table, and Kanban controls to find the prospects that need attention.
- [Qualify a lead into a deal](https://docs.lynkacrm.com/product/sales/leads/qualify-lead.md): Use Lynka's qualification checklist to confirm sales readiness, create the related deal, and keep lead and deal lifecycle reporting clean.
- [Mark a lead lost or disqualified](https://docs.lynkacrm.com/product/sales/leads/lost-disqualified.md): Close out a lead that should not continue, understand the open-deal guardrail, and keep lead status consistent with related opportunities.
- [Deals: manage real sales opportunities](https://docs.lynkacrm.com/product/sales/deals.md): Track opportunity value, stage, next actions and the final outcome of a sale.
- [Create a deal](https://docs.lynkacrm.com/product/sales/deals/create-deal.md): Create a sales deal directly, add the commercial context that drives pipeline reporting, and understand when qualification should create the deal instead.
- [Manage deals through the sales pipeline](https://docs.lynkacrm.com/product/sales/deals/manage-pipeline.md): Move open deals through stages, use table or Kanban views, keep next actions current, and understand what makes a deal show up as needing attention.
- [Deal value, pipeline value, and weighted pipeline](https://docs.lynkacrm.com/product/sales/deals/deal-value.md): Understand how Lynka treats expected deal value, won value, probability, currency conversion, pipeline totals, and average deal size.
- [Close a deal as won, lost, or disqualified](https://docs.lynkacrm.com/product/sales/deals/close-deal.md): Finish a deal with a final outcome, close reason, close date, and won value so Sales reporting reflects the real commercial result.
- [Reopen a closed deal](https://docs.lynkacrm.com/product/sales/deals/reopen-deal.md): Reopen a previously closed opportunity when the commercial outcome genuinely changes, and understand the permission and reporting impact.
- [Companies and contacts in Lynka Sales](https://docs.lynkacrm.com/product/sales/companies.md): Learn how company and contact records connect leads, deals, activities, quotes, invoices, tickets, and customer history in Lynka.
- [Manage companies and customer context](https://docs.lynkacrm.com/product/sales/companies/manage-company.md): Use company records to keep contacts, leads, deals, tickets, addresses, notes, and commercial activity connected to the same customer organization.
- [Activities, tasks, notes, and follow ups in Lynka Sales](https://docs.lynkacrm.com/product/sales/activities.md): Learn how Lynka activities, tasks, notes, reminders, and calendar views keep lead and deal follow ups connected to customer records.
- [Log calls, emails, meetings, and follow-ups](https://docs.lynkacrm.com/product/sales/activities/log-activity.md): Add customer-facing activity to leads and deals, keep the timeline useful, and understand how completed activity affects attention and follow-up reporting.
- [Quotes, invoices, payments, and customer contracts](https://docs.lynkacrm.com/product/agreements/overview.md): Learn how Lynka Agreements manages quotes, revisions, invoices, payment settlement, posting, fulfillment, customer contracts, and document templates.
- [Quotes: create and manage customer proposals](https://docs.lynkacrm.com/product/agreements/quotes.md): Build, send and follow a quote through acceptance or rejection.
- [Create a quote](https://docs.lynkacrm.com/product/agreements/quotes/create-quote.md): Build a customer quote with products, quantities, discounts, tax, currency, terms, notes, and server-calculated totals before sending it.
- [Send a quote and follow up](https://docs.lynkacrm.com/product/agreements/quotes/send-follow-up.md): Preview and send a customer quote, track response state, and use Lynka automation to surface quotes that need a decision or are approaching expiry.
- [Quote status, validity, and expiry](https://docs.lynkacrm.com/product/agreements/quotes/status-expiry.md): Understand quote lifecycle status versus calculated expiry so a quote can be expired by date without treating expired as a manually stored business status.
- [Revise a quote without losing commercial history](https://docs.lynkacrm.com/product/agreements/quotes/revisions.md): Create or manage quote revisions so a changed offer does not overwrite the exact commercial document that was previously sent to the customer.
- [Invoices in Lynka Agreements](https://docs.lynkacrm.com/product/agreements/invoices.md): Learn how Lynka invoices move from creation through posting, payment, fulfillment, voids, refunds, and Accounts Receivable.
- [Create an invoice](https://docs.lynkacrm.com/product/agreements/invoices/create-invoice.md): Create a customer invoice from the right sales or quote context, add lines and tax, and understand the difference between saving, posting, and payment.
- [Post an invoice to Accounting](https://docs.lynkacrm.com/product/agreements/invoices/post-invoice.md): Understand what invoice posting does, which permissions and plan capability control it, and how it creates the accounting side of customer billing.
- [Record an invoice payment](https://docs.lynkacrm.com/product/agreements/invoices/record-payment.md): Record customer payment against an invoice, understand cleared versus pending settlement, and prevent overpayment or currency mismatch errors.
- [Fulfill stocked invoice items](https://docs.lynkacrm.com/product/agreements/invoices/fulfillment.md): Understand why invoicing and stock fulfillment are separate, how fulfillment affects recognized inventory cost, and why margin can remain incomplete until stock is posted out.
- [Void or refund an invoice](https://docs.lynkacrm.com/product/agreements/invoices/void-refund.md): Choose the correct correction path for an invoice, distinguish voiding from refunding, and avoid rewriting posted financial history.
- [Customer contracts in Lynka Agreements](https://docs.lynkacrm.com/product/agreements/contracts.md): Learn where customer contracts appear in Lynka Agreements and how contract records relate to customers, deals, quotes, and invoices.
- [Templates, branding and PDFs](https://docs.lynkacrm.com/product/agreements/templates.md): Control the reusable document presentation around quotes and invoices.
- [Inventory and purchasing in Lynka](https://docs.lynkacrm.com/product/inventory/overview.md): Learn how products, suppliers, purchase orders, goods receipts, stock movements, replenishment, valuation, fulfillment, and margin work together.
- [Products and stock](https://docs.lynkacrm.com/product/inventory/products.md): Create products with pricing, cost and stock settings that other workflows can reuse.
- [Create a product](https://docs.lynkacrm.com/product/inventory/products/create-product.md): Add a product to Inventory, choose the stock and cost information that matters, and understand how products connect to purchasing, invoicing, and reporting.
- [Understand stock levels and stock movements](https://docs.lynkacrm.com/product/inventory/products/stock-levels.md): Learn how Lynka reconciles current stock with movement history, opening quantity, goods receipts, fulfillment, and stock health reporting.
- [Reorder low stock and investigate slow-moving inventory](https://docs.lynkacrm.com/product/inventory/products/reorder-stock.md): Use reorder levels, open replenishment, out-of-stock signals, slow-moving stock, and supplier relationships to decide what inventory needs action.
- [Understand product margin and recognized inventory cost](https://docs.lynkacrm.com/product/inventory/products/product-margin.md): Learn how Lynka calculates product margin from invoiced sales and recognized fulfillment cost, including why stocked margin can be incomplete.
- [Suppliers in Lynka](https://docs.lynkacrm.com/product/inventory/suppliers.md): Learn how supplier records connect products, purchase orders, goods receipts, and inventory replenishment in Lynka.
- [Create and manage a supplier](https://docs.lynkacrm.com/product/inventory/suppliers/create-supplier.md): Add a supplier for purchasing, store procurement defaults, link products, and understand how supplier data is used by purchase orders.
- [Purchase orders in Lynka](https://docs.lynkacrm.com/product/inventory/purchase-orders.md): Learn how Lynka purchase orders track supplier commitments, expected delivery, partial receipts, outstanding quantities, and open purchasing value.
- [Create a purchase order](https://docs.lynkacrm.com/product/inventory/purchase-orders/create-purchase-order.md): Create a supplier purchase order with line quantities, unit costs, currency, dates, tax, freight, payment terms, addresses, and FX context.
- [Purchase order statuses and outstanding quantity](https://docs.lynkacrm.com/product/inventory/purchase-orders/statuses.md): Understand draft, open, partially received, received, closed, and cancelled purchasing states and how Lynka calculates what is still outstanding.
- [Receive a purchase order partially or in full](https://docs.lynkacrm.com/product/inventory/purchase-orders/receive-purchase-order.md): Record what actually arrived from a supplier, keep remaining quantities open, and understand how partial receiving affects stock and purchasing reports.
- [Goods receipts in Lynka](https://docs.lynkacrm.com/product/inventory/goods-receipts.md): Learn how Lynka goods receipts record accepted, damaged, and on hold quantities and how posting affects inventory after supplier deliveries.
- [Create a goods receipt](https://docs.lynkacrm.com/product/inventory/goods-receipts/create-goods-receipt.md): Record a supplier delivery with GRN number, dates, linked purchase order, accepted quantity, damaged quantity, and on-hold quantity.
- [Post a goods receipt](https://docs.lynkacrm.com/product/inventory/goods-receipts/post-goods-receipt.md): Understand what posting a goods receipt means, why posted receipts are locked, and how to handle posting review problems without rewriting history.
- [Record damaged and on-hold stock at receiving](https://docs.lynkacrm.com/product/inventory/goods-receipts/damaged-on-hold.md): Separate accepted, damaged, and on-hold quantities on a goods receipt so delivered stock is not all treated as clean available inventory.
- [Accounting in Lynka](https://docs.lynkacrm.com/product/accounting/overview.md): Learn how Lynka Accounting connects the chart of accounts, journals, payables, cash, bank reconciliation, tax, credits, budgets, period close, and financial reports.
- [Chart of accounts in Lynka](https://docs.lynkacrm.com/product/accounting/chart-of-accounts.md): Understand how the chart of accounts organizes assets, liabilities, equity, revenue, and expenses and how it connects to journals and reports.
- [Ledger and journal entries in Lynka Accounting](https://docs.lynkacrm.com/product/accounting/ledger.md): Learn how the Chart of Accounts, journal entries, posting, reversal, and ledger reporting work together in Lynka Accounting.
- [Create a journal entry](https://docs.lynkacrm.com/product/accounting/journals/create-journal-entry.md): Create a balanced accounting journal with the right date, accounts, debits, credits, reference, and supporting context before posting.
- [Post, reverse, or correct a journal entry](https://docs.lynkacrm.com/product/accounting/journals/post-reverse.md): Understand the difference between editing a draft, posting a journal, reversing a posted entry, and making an auditable accounting correction.
- [Financial reports in Lynka](https://docs.lynkacrm.com/product/accounting/financial-reports.md): Understand Lynka’s core financial reports and choose the right one for ledger integrity, performance, financial position, cash, receivables, payables, account balances, or bank reconciliation readiness.
- [Trial Balance: check whether the ledger balances](https://docs.lynkacrm.com/product/accounting/reports/trial-balance.md): Understand what the Lynka Trial Balance shows, why debits and credits should balance, what an imbalance means, and how to investigate account balances.
- [General Ledger: trace the transactions behind an account](https://docs.lynkacrm.com/product/accounting/reports/general-ledger.md): Use the Lynka General Ledger to investigate posted journal activity, understand why an account balance changed, and trace financial statement numbers back to source entries.
- [Chart of Accounts Balances: review accounts without opening every journal](https://docs.lynkacrm.com/product/accounting/reports/chart-balances.md): Use the Lynka Chart of Accounts Balances report to review account positions, spot unexpected balances, and choose where to investigate in the General Ledger.
- [Profit & Loss: understand revenue, expenses, and profit](https://docs.lynkacrm.com/product/accounting/reports/profit-loss.md): Learn what the Lynka Profit & Loss report measures, why invoice totals can differ from revenue, how expenses affect profit, and what to investigate when the result looks wrong.
- [Balance Sheet: understand what the business owns and owes](https://docs.lynkacrm.com/product/accounting/reports/balance-sheet.md): Learn how the Lynka Balance Sheet presents assets, liabilities, equity, and current-period earnings, and how to investigate a balance that does not look right.
- [Cash Flow Statement: understand how cash changed](https://docs.lynkacrm.com/product/accounting/reports/cash-flow.md): Use the Lynka Cash Flow Statement to understand cash movement over a period, distinguish cash from revenue, and investigate differences between payment activity and financial results.
- [Accounts Receivable Aging: see what customers still owe](https://docs.lynkacrm.com/product/accounting/reports/ar-aging.md): Understand Lynka A/R Aging, how outstanding customer invoices are grouped by age, why cleared payments matter, and how to investigate overdue receivables.
- [Accounts Payable Aging: see what your business owes suppliers](https://docs.lynkacrm.com/product/accounting/reports/ap-aging.md): Understand Lynka A/P Aging, how supplier obligations are grouped by age, why Purchase Orders are not payables by themselves, and how to investigate old supplier balances.
- [Bank Reconciliation Readiness: check whether reconciliation can be trusted](https://docs.lynkacrm.com/product/accounting/reports/bank-reconciliation-readiness.md): Understand the Lynka Bank Reconciliation Readiness report and why missing statement or reconciliation data should produce an unavailable result rather than a fabricated score.
- [Create and review budgets](https://docs.lynkacrm.com/product/accounting/budgets/manage-budgets.md): Use Accounting budgets as planning targets, compare them with actual ledger results, and avoid confusing a budget with a posted accounting transaction.
- [Create and use credit notes](https://docs.lynkacrm.com/product/accounting/credit-notes.md): Use credit notes to reduce or correct customer billing without silently rewriting the original invoice and its accounting history.
- [Supplier bills and payables in Lynka Accounting](https://docs.lynkacrm.com/product/accounting/payables.md): Learn how Lynka tracks supplier bills, approvals, payments, Accounts Payable, due dates, and A/P aging.
- [Create a supplier bill](https://docs.lynkacrm.com/product/accounting/payables/create-supplier-bill.md): Record an amount owed to a supplier, review the source and accounting context, and prepare the bill for approval, posting, and payment.
- [Approve, post, and pay a supplier bill](https://docs.lynkacrm.com/product/accounting/payables/approve-pay-bill.md): Move a supplier bill through review and payment while keeping Accounts Payable, cash, permissions, and audit history consistent.
- [Cash and bank workflows in Lynka Accounting](https://docs.lynkacrm.com/product/accounting/cash-bank.md): Learn how cash receipts, cash disbursements, bank reconciliation, and cash reporting work in Lynka Accounting.
- [Record a cash receipt](https://docs.lynkacrm.com/product/accounting/cash/cash-receipts.md): Record money received in Accounting, distinguish it from customer invoice settlement, and understand how cleared customer payments reach cash reporting.
- [Record a cash disbursement](https://docs.lynkacrm.com/product/accounting/cash/cash-disbursements.md): Record money spent from Accounting without bypassing supplier bill or other source workflows that should own the transaction.
- [Reconcile bank transactions](https://docs.lynkacrm.com/product/accounting/bank/reconcile-bank.md): Match bank statement activity to Lynka accounting records, keep unmatched items visible, and understand what Bank Reconciliation Readiness means.
- [Tax and period close in Lynka Accounting](https://docs.lynkacrm.com/product/accounting/tax-close.md): Learn how tax settings, accounting periods, period close, reopen controls, and financial review protect completed accounting periods in Lynka.
- [Use the Tax Center](https://docs.lynkacrm.com/product/accounting/tax/tax-center.md): Understand how tax configuration, invoice tax lines, tax payable, and accounting reports relate without treating tax collected as revenue.
- [Close an accounting period](https://docs.lynkacrm.com/product/accounting/periods/close-period.md): Lock a completed accounting period after review so new postings cannot silently change financial history that has already been reported.
- [Reopen a closed accounting period](https://docs.lynkacrm.com/product/accounting/periods/reopen-period.md): Reopen a locked accounting period only when an authorized historical correction is necessary, then review the reports affected by the change.
- [Customer support and ticket management](https://docs.lynkacrm.com/product/support/overview.md): Learn how Lynka Support manages tickets, assignment, priority, status, SLA, escalation, automation, customer context, and support reporting.
- [Support tickets in Lynka](https://docs.lynkacrm.com/product/support/tickets.md): Learn how Lynka support tickets track customer issues, assignment, priority, status, related deals, notes, SLA, and resolution history.
- [Create a support ticket](https://docs.lynkacrm.com/product/support/tickets/create-ticket.md): Create a customer support ticket with company, related deal, type, category, title, description, impact, priority, assignee, and status context.
- [Assign and manage support tickets](https://docs.lynkacrm.com/product/support/tickets/assign-manage.md): Assign ticket ownership, move status, use list or Kanban views, and understand the automation signals that keep support work from going stale.
- [SLA and support automation in Lynka](https://docs.lynkacrm.com/product/support/sla-automation.md): Learn how Lynka monitors first response, resolution, SLA risk, SLA breach, idle tickets, assignment, and repeated reopen activity.
- [Understand ticket SLA, first response, and resolution time](https://docs.lynkacrm.com/product/support/sla/understand-sla.md): Learn how Lynka distinguishes first-response and resolution deadlines, at-risk tickets, breaches, and SLA reporting.
- [Marketing: campaigns, attribution, and the path into Sales](https://docs.lynkacrm.com/product/marketing/overview.md): Use Lynka Marketing to manage campaigns and connect campaign activity to leads, deals, attribution, automation, and reporting, while LeadGen remains a dedicated top-level prospecting workflow.
- [Campaigns in Lynka Marketing](https://docs.lynkacrm.com/product/marketing/campaigns.md): Learn how to create, manage, review, and measure marketing campaigns in Lynka, including campaign leads and campaign attention rules.
- [Create and manage a campaign](https://docs.lynkacrm.com/product/marketing/campaigns/create-campaign.md): Create a marketing campaign, connect leads and opportunities, and understand how Lynka reports campaign conversion without mixing unrelated cohorts.
- [Reports and analytics in Lynka](https://docs.lynkacrm.com/product/reports/overview.md): Use Lynka Reports to answer sales, receivables, inventory, finance, support, and campaign questions with canonical calculations, scope, filters, exports, and scheduled runs.
- [Report catalog in Lynka](https://docs.lynkacrm.com/product/reports/catalog.md): Explore Lynka reports for Sales, Agreements, Finance, Inventory, and Support and learn how report scope, permissions, and calculations are applied.
- [Use the Lynka report catalog](https://docs.lynkacrm.com/product/reports/use-report-catalog.md): Find operational and financial reports by business question, apply scope and period filters, and understand why two reports can show different totals.
- [Build and save a report](https://docs.lynkacrm.com/product/reports/build-report.md): Use the Reports builder, domain filters, scope controls, presets, and display options without replacing canonical financial or lifecycle calculations.
- [Schedule reports and review report runs](https://docs.lynkacrm.com/product/reports/schedule-report.md): Understand scheduled report access, report runs, subscriptions, and why scheduling should preserve the same calculation and scope as the source report.
- [Report Builder and scheduled reports in Lynka](https://docs.lynkacrm.com/product/reports/builder-schedules.md): Learn how the Lynka Report Builder, report runs, schedules, presets, scope, and permissions work together.
- [Teams: run Lynka with more than one person](https://docs.lynkacrm.com/teams/overview.md): Learn how entrepreneurs and small teams use Lynka membership, product access, permissions, ownership, teams, record scope, approvals, and manager visibility without giving everyone the same access.
- [Run Lynka with a small team](https://docs.lynkacrm.com/teams/run-small-team.md): Set up Lynka for an owner and a small team by separating product access, action permissions, record visibility, ownership, team membership, and approvals.
- [Members and teams](https://docs.lynkacrm.com/teams/members.md): Invite people, organize teams and keep team membership separate from workspace roles.
- [Invite a member to your Lynka workspace](https://docs.lynkacrm.com/teams/members/invite-member.md): Invite a teammate, choose the right access level, and understand how plan access, installed areas, role defaults, and user overrides affect what they see.
- [Create and manage teams](https://docs.lynkacrm.com/teams/teams/create-team.md): Group workspace members into teams, assign team managers, and use team membership for collaboration and record scope without changing record ownership.
- [Assign and reassign work across your team](https://docs.lynkacrm.com/teams/assign-work.md): Use Lynka ownership and assignment to make responsibility clear for leads, deals, tickets, and other team work without confusing ownership with record visibility.
- [Give managers visibility without giving full admin access](https://docs.lynkacrm.com/teams/manager-visibility.md): Configure Lynka so managers can review team work and reporting while sensitive product areas and administrative actions remain separately controlled.
- [Remove a team member without losing track of their work](https://docs.lynkacrm.com/teams/member-leaves.md): Review ownership, open records, tasks, approvals, team membership, and access before removing a person from a Lynka workspace.
- [Roles and permissions for a small Lynka team](https://docs.lynkacrm.com/teams/roles-permissions.md): Use Lynka role defaults as a starting point, then control product areas, actions, record scope, ownership, and user overrides for the way your small team actually works.
- [Control which product areas a user can access](https://docs.lynkacrm.com/teams/access/product-areas.md): Understand plan access, workspace-enabled areas, role defaults, and user-level area overrides for Sales, Accounting, Inventory, Support, Marketing, and Reports.
- [Customize action permissions](https://docs.lynkacrm.com/teams/access/action-permissions.md): Control create, edit, assign, post, export, reopen, void, and other sensitive actions separately from broad product area access.
- [Product access and record scope](https://docs.lynkacrm.com/teams/access-scopes.md): Separate which product areas a person can open from which records they can see inside them.
- [Approvals in Lynka](https://docs.lynkacrm.com/teams/approvals.md): Learn how Lynka approvals fit into owner review, team collaboration, permissions, and plan based access.
- [Use approvals in Lynka](https://docs.lynkacrm.com/teams/approvals/using-approvals.md): Understand approval requests, reviewer access, plan requirements, and why approval should gate a sensitive action instead of replacing the source workflow.
- [Owner workspace: run the business without owning every task](https://docs.lynkacrm.com/workspace/owner-workspace.md): Use Lynka’s Owner workspace to review attention, approvals, targets, finance, members, access, reports, workspace health, and cross-functional operations.
- [Choose which Lynka product areas are installed](https://docs.lynkacrm.com/workspace/installed-apps.md): Control the product areas shown in a workspace while keeping plan entitlements, user access, and security checks separate from navigation visibility.
- [Settings reference](https://docs.lynkacrm.com/workspace/settings.md): Where workspace owners, admins and members change product, access and personal behavior.
- [Automation: surface work before it gets forgotten](https://docs.lynkacrm.com/workspace/automation.md): Use built in attention rules and workflow automation to surface work that records say needs action.
- [How Lynka automation works](https://docs.lynkacrm.com/workspace/automation/how-automation-works.md): Understand scheduled automation rules, workflow triggers, conditions, actions, cadence, and why an automation should surface a source problem instead of rewriting the record blindly.
- [Automation catalog](https://docs.lynkacrm.com/workspace/automation-catalog.md): The active built in attention rules in the current Lynka automation catalog.
- [Notifications in Lynka](https://docs.lynkacrm.com/workspace/notifications.md): Learn how Lynka notifications, unread state, record routing, workspace preferences, and automation alerts work across desktop and mobile.
- [Connect Gmail to Lynka](https://docs.lynkacrm.com/workspace/gmail-integration.md): Connect a Google account, verify the Gmail connection in Lynka, and troubleshoot common mailbox connection problems.
- [Integrations in Lynka](https://docs.lynkacrm.com/workspace/integrations.md): Learn how Lynka integrations are connected, how to verify Gmail status, and how record email workflows behave.
- [Free, Pro, and Teams: choose by what your business needs to do](https://docs.lynkacrm.com/workspace/plans.md): Understand the product reason to choose Lynka Free, Pro, or Teams, including LeadGen, Accounting, Reports, team collaboration, permissions, and invoice posting, without duplicating current pricing.
- [Set up Lynka across Africa, Europe, and the Middle East](https://docs.lynkacrm.com/regional/overview.md): Configure Lynka for an international small business without assuming one country, including currency, timezone, tax behavior, privacy, and mobile use.
- [Currency, base currency, and FX in Lynka](https://docs.lynkacrm.com/regional/currency-fx.md): Understand workspace base currency, document currency, exchange rates, reporting normalization, and missing FX behavior in Lynka.
- [Configure tax without assuming one country](https://docs.lynkacrm.com/regional/tax.md): Use Lynka tax settings, mappings, document tax lines, and accounting controls while keeping country-specific VAT and tax obligations separate from product documentation.
- [Timezone, dates, due dates, and reporting periods](https://docs.lynkacrm.com/regional/timezone-dates.md): Understand how timezone and date boundaries affect activities, invoice due dates, automations, dashboard periods, and reports in an international Lynka workspace.
- [Privacy, customer data, and regional responsibility](https://docs.lynkacrm.com/regional/privacy-data.md): Understand Lynka data controls and the responsibilities a business keeps when handling customer, prospect, employee, and financial data across Africa, Europe, and the Middle East.
- [Search and command tools in Lynka](https://docs.lynkacrm.com/productivity/search-command.md): Learn how Lynka global search, entity search, search chips, filters, sorting, scope, and Search Builder help you find CRM records.
- [Tasks, notes, reminders, and calendar in Lynka](https://docs.lynkacrm.com/productivity/tasks-notes.md): Learn how Lynka tasks, notes, scheduled activities, reminders, and calendar views keep follow ups attached to CRM records.
- [Chat and documents in Lynka](https://docs.lynkacrm.com/productivity/chat-documents.md): Learn how Lynka chat threads and document storage connect files and conversations to CRM records while respecting access and upload controls.
- [Sales calculations: pipeline, weighted pipeline, win rate, and average deal size](https://docs.lynkacrm.com/reference/calculations/sales-metrics.md): Use the canonical definitions behind Lynka Sales metrics so dashboard and report numbers can be compared without mixing leads, deals, invoices, or cash.
- [Inventory calculations: stock, valuation, open POs, and product margin](https://docs.lynkacrm.com/reference/calculations/inventory-metrics.md): Understand the formulas behind available stock, inventory valuation, outstanding purchase orders, goods in transit, reorder risk, and margin.
- [Accounting calculations and reconciliation rules](https://docs.lynkacrm.com/reference/calculations/accounting-metrics.md): Understand how Lynka reconciles Accounts Receivable, revenue, cash, inventory, tax, Trial Balance, and the Balance Sheet without forcing unlike metrics to match.
- [Statuses and lifecycle: what each state means](https://docs.lynkacrm.com/reference/statuses-lifecycle.md): Understand the lifecycle meaning of Lynka Lead, Deal, Quote, Invoice, Purchase Order, Goods Receipt, and Ticket states without confusing configurable labels with business outcomes.
- [Permission reference: what people can do in Lynka](https://docs.lynkacrm.com/reference/permissions.md): Understand Lynka permission families for LeadGen, Sales, Agreements, Inventory, Accounting, Support, Reports, and Teams, and how action permissions differ from product access and record visibility.
- [Record scope: Mine, team, and workspace visibility](https://docs.lynkacrm.com/reference/data-scopes.md): Understand how Lynka record scope controls which leads, deals, tickets, dashboards, and reports a user can see after product access is granted.
- [Field glossary](https://docs.lynkacrm.com/reference/field-glossary.md): Plain language definitions for common Lynka fields and concepts.
- [Documentation changelog](https://docs.lynkacrm.com/reference/changelog.md): Track meaningful changes to the Lynka public documentation structure, product explanations, workflow coverage, LeadGen guidance, Teams guidance, and search-focused help content.
- [Common problems](https://docs.lynkacrm.com/troubleshooting/common-issues.md): Fast checks for missing areas, missing records, stale data and actions that are unavailable.
- [Why a Lynka feature or product area is missing](https://docs.lynkacrm.com/troubleshooting/cannot-see-feature.md): Troubleshoot missing navigation, locked pages, upgrade prompts, and features that another workspace member can see but you cannot.
- [Troubleshoot Lynka permission and access problems](https://docs.lynkacrm.com/troubleshooting/permissions.md): Find out why a Lynka user cannot see a product area, record, report, or action by checking plan access, area access, scope, and permissions in order.
- [Why an invoice still shows an outstanding balance](https://docs.lynkacrm.com/troubleshooting/invoice-not-paid.md): Troubleshoot partial, pending, uncleared, refunded, or mismatched payments when an invoice does not move to the expected paid state.
- [Why a goods receipt is locked](https://docs.lynkacrm.com/troubleshooting/goods-receipt-locked.md): Understand why posted goods receipts cannot be edited normally and what to check when a GRN needs correction or posting review.
- [Troubleshoot Lynka import problems](https://docs.lynkacrm.com/troubleshooting/import-errors.md): Fix Lynka import errors caused by file validation, column mapping, invalid values, duplicate records, ownership, or failed rows.
- [Troubleshoot Lynka login and workspace access](https://docs.lynkacrm.com/troubleshooting/login-issues.md): Fix Lynka login and workspace access problems caused by membership, profile status, onboarding, workspace locks, or Google integration confusion.
- [Terms of Service](https://docs.lynkacrm.com/terms-and-conditions.md): The canonical Lynka Terms of Service.
- [Privacy Policy](https://docs.lynkacrm.com/privacy-policy.md): The canonical Lynka Privacy Policy.
- [Data Processing Agreement](https://docs.lynkacrm.com/data-processing-agreement.md): The standard terms for Lynka processing workspace Customer Data.
- [Refund Policy](https://docs.lynkacrm.com/refund-policy.md): Lynka's refund, billing review, and cancellation policy.
- [Cookie Policy](https://docs.lynkacrm.com/cookie-policy.md): How Lynka uses cookies and similar browser technologies.
- [Acceptable Use Policy](https://docs.lynkacrm.com/acceptable-use.md): Rules for lawful and safe use of Lynka CRM.
- [Security and Data Handling](https://docs.lynkacrm.com/security.md): How Lynka approaches security and Customer Data handling.
- [Subprocessors](https://docs.lynkacrm.com/subprocessors.md): The providers Lynka uses to operate the service.
- [Service and Support Policy](https://docs.lynkacrm.com/service-support.md): Lynka service availability and conservative support expectations.