Every workspace surface, explained

Every page in your workspace has a ? button in the bottom-right corner with a short guide to that page. This is all of them in one place, so you can read ahead, link a teammate to the right paragraph, or find the surface you need without clicking through the product.

Where a surface needs an add-on or a particular plan, it says so at the end of the section.

Leads

Your hub for capturing, organising and tracking every contact and opportunity you meet.

How it works. Leads are grouped into environments (Sales, Recruiting, and any others you create), and within each environment they flow through pipeline stages from first touch to won. The Network view collects unassigned contacts, and Archived Contacts holds parked leads for later.

What you can do

Add leads manually, or capture them by QR or business-card scan.
Filter by score, stage, environment, tags or date range.
Move leads between stages by drag-and-drop or the right-click menu.
Export to CSV at any time.
Manage stages, environments and team-wide views from the toolbar.

Duplicate detection. New and updated leads are scanned automatically for likely duplicates by matching email, phone or name. Managers and admins get a Duplicates tab to review each pair — merge the two into one lead (you pick which values win) or dismiss the pair so it never comes back.

My Tasks

Every planned touch across all your leads, in one list, so nothing due slips through.

How it works. A task is a planned touch on a lead — a call, an email, a meeting — with a due date. Tasks group under Overdue, Today, This week, Later and No due date, and the chips at the top show live counts. Completing a task here marks it done on the lead itself.

What you can do

Switch between Open and Done, and filter by due date or priority.
Mark a task done straight from the list; the lead’s timeline updates instantly.
Open the lead behind any task for full context.
Search by lead name or task title.

Who sees what. Everyone sees their own tasks — those assigned to them, plus unassigned ones on their leads. Managers and admins also get a scope picker to review a teammate’s tasks or the whole team’s.

Companies

Your account layer: every organisation your team sells to, with contacts, deals and pipeline value in one place.

How it works. Companies materialise automatically as leads are captured — a lead with a work email or company name is matched to, or creates, its company. Each row rolls up that account’s leads, open deals and pipeline value, so you see the whole relationship rather than individual contacts.

What you can do

See every account with its leads, open deals and pipeline value rolled up.
Search companies, or add one manually.
Open a company to view its contacts, deals and custom fields.
Review and merge duplicates from the Duplicates tab.

Who sees what. Everyone can browse companies and open their details. Creating, editing and merging — and the Duplicates tab — are for managers and admins.

Messages

Your team’s outbox: every email that left Lynqu for a customer, whoever or whatever sent it.

How it works. Messages land here automatically. Automated follow-ups, emails a teammate sent by hand, anything an assistant or an automation rule sent, plus booking confirmations and quotes — all record to the same outbox, so there is one reliable answer to what your team sent a customer.

What you can do

See every email your team has sent — follow-ups, booking confirmations, quotes and tickets — in one list.
Open any message to read it exactly as the recipient received it.
Filter by sender, type or status, and search by recipient or subject.
Write a one-off email to a lead with Write email. It follows the same opt-out and footer rules as automated mail.

Who sees what. You always see the emails you sent. Managers can switch scope to a teammate or the whole team; admins see everything. Opening a message also needs access to the lead it went to.

Booking

Lets people schedule appointments with any card on your team, and gives you one place to manage availability, services, forms and every request.

How it works. Each card gets its own public booking page. You set the hours you are free, the services people can book and an optional intake form. Every request lands on your calendar to approve, reschedule, complete or decline.

What you can do

Set weekly, date-range or manual availability, and block off closed dates.
Offer services, each with its own duration and price.
Build a custom intake form to collect exactly the details you need.
Run every appointment from a day, week, month or year calendar.
Share your booking link or QR code, and track results in Reports.

Campaigns

A shareable lead-capture initiative — a QR code and public form tied to measurable goals — that attributes every lead it captures and scores your team’s performance in real time.

The problem it solves. Leads captured at events, conferences and field activations usually land in a shared pile with no owner, no context and no scoreboard. You cannot tell which event worked, who captured what, or whether you are on pace. A campaign bakes attribution into the capture URL, so every lead credits the right initiative and the right team member automatically.

What you configure

Goals — measurable targets (leads captured, deals closed, revenue, conversion rate), scoped team-wide or per member. Pace and forecast badges show whether you are ahead or behind.
Questions — qualifier fields on the capture form (budget, timeline, decision-maker) that turn a name and email into a qualified, segmentable lead.
Tags — colour-coded labels (VIP, Cold, Press) that segment leads beyond what a pipeline stage can express.
Follow-up template — the email that fires when a lead is captured.

How a capture flows

You share the campaign’s QR code or public link at an event, in an email, or on a printed asset.
A prospect scans or clicks, lands on the capture form and answers your qualifier questions.
The lead is attributed to this campaign and the capturing team member, then enters your pipeline.
Goals, pace and the leaderboard update instantly, and the follow-up template fires if one is configured.

The status lifecycle. Campaigns move Draft → Active → Completed (automatic, when the end date passes) or Cancelled (manual). Draft campaigns do not accept captures; cancelled ones disappear from the public capture URL. To re-run an ended campaign, clone it with a fresh QR rather than reactivating it.

Best practices

Lead with one team goal as the headline, then add one or two per-member goals. More than four active goals and the visual hierarchy collapses.
Keep qualifier questions to three to five. Anything longer kills capture-form completion; mark only the load-bearing ones required.
Print QR codes at least 5×5 cm and pair them with a fallback short URL — phone cameras struggle below that at a distance.
Audit recent leads weekly for misattributed or duplicate captures, and export a CSV at the end of every campaign for the archive.

Dashboards

The chart pages your team checks every morning — any metric, any chart, one shared page.

How it works. A dashboard is a grid of widgets — stat tiles, trend lines, bar charts, donuts, funnels and leaderboards — each powered by one of your team metrics. Dashboards are shared: everyone in the workspace sees the same page, and the data refreshes about every five minutes.

What you can do

Create up to 5 dashboards with up to 12 widgets each, or start from a template.
Add a widget by picking a metric, a chart type and an optional breakdown.
Enter edit mode to drag-reorder or remove widgets, then save the layout. You pick a widget’s size when you add it.
Switch the time range — 7 days to year-to-date — for every widget at once.

Who can do what. Every member can view dashboards. Creating, editing and deleting them is for managers and admins.

Availability. Dashboards are part of the Analytics add-on.

Automation

Rules that watch your leads and act the moment something happens, so nobody has to chase manually.

Triggers and actions. Every rule pairs one trigger — lead captured, stage change, score threshold, booking no-show, or a lead going quiet — with up to five ordered actions: send a follow-up email, assign an owner, move stage, add a tag, adjust the score, fire a webhook, or notify the team. An optional delay waits before running.

Start from a scenario. The scenario presets prefill a proven rule shape — welcome emails, hot-lead handoffs, no-show rescues and more. You pick only the workspace-specific bits, like the template or the stage, then save.

Filters (advanced). Add a filter expression to narrow a rule to matching leads only — business email domains, say, or a specific source. The reference panel lists every field and operator you can use.

Runs history. Every fire is logged per rule: which lead, when, and how each action went. Failed actions show the exact error, so nothing happens silently.

Availability. Automation is part of the Workflow automation add-on, for Business and Enterprise workspaces. Admins can add it from Billing → Add-ons.

Performance

Per-employee KPIs, goals and documents in one place — your team’s scorecard.

How it works. The scorecard shows live results per member — revenue, deals won, win rate and pipeline — over the window you pick. A goal tracks one metric against a target for one person, recurring monthly or quarterly or over a custom period; closed periods keep a history you can look back on.

What you can do

Set goals for team members and follow progress as results come in.
Compare members side by side on the scorecard, and open anyone’s detail view.
Exchange documents — employees upload for approval, employers issue directly.
Switch the time window to this month, this quarter, or the last 90 days.

Who sees what. Admins see the whole team, managers see their departments, and employees see “My Performance” — their own results, goals and documents.

Availability. Performance is part of the Advanced User Management add-on.

AI Studio

Ready-made setups that configure events, campaigns, follow-ups and pipelines for you in one guided step.

How it works. Each setup is a recipe: pick one, answer a few questions, review what it will create, and apply. Everything is created together — if any step fails, nothing is created. What was set up is listed on the confirmation screen and in the Recently set up strip.

What you can do

Browse and search the catalog, or filter it by category.
Apply a setup to get campaigns, events, pipelines, follow-up templates, departments and invites configured in one go.
Revisit any past setup to see exactly what it created.

Who can use it. AI Studio is for managers and admins. Applying setups is included with Business + AI and Enterprise plans; other plans can browse the full catalog.

A note on capturing other people’s data

Several of these surfaces capture information about people who are not your teammates — lead capture, card and badge scanning, voice notes, enrichment. Getting permission for that is your responsibility rather than the product’s. See Consent and responsible capture.