Leads & pipelines
Organization → Leads is the team’s shared pipeline: every lead captured by any member’s card, scan, or capture form, in one kanban.
Pipelines and stages
Section titled “Pipelines and stages”Each organization has a default pipeline; create more for distinct workstreams. Stages are fully customizable, with optional won/lost markers that drive win-rate metrics. Drag leads between stages or update them from a lead’s detail panel.
Lead detail
Section titled “Lead detail”Every lead carries contact info, source attribution (which card, campaign, or event captured it), an activity timeline, notes and documents, score and temperature, and scheduled contact points (follow-up tasks with due dates and priorities).
Most fields can be edited in place. Double-click the text, or use the pencil. Pin important leads to the top of their board column.
Companies, contacts and deals
Section titled “Companies, contacts and deals”A lead is a person. Around that person, Lynqu tracks:
- Companies: the account. One company can hold many leads and deals, with a roster of contacts.
- Contacts: your organization’s shared address book. Any member can add a contact; deleting one is manager-only.
- Participants: the buying committee on a deal (up to 15 per lead), with one marked primary.
- Deals: a lead can have more than one open opportunity. The first is the person’s main deal; extra deals (a renewal, an upsell) show as their own tiles and can sit in a different pipeline from the person, so a renewals board and a new-business board stay separate without duplicating anybody.
Deals carry line items priced from your catalog, and roll up into forecasting.
Quotes
Section titled “Quotes”Build a quote from catalog items, send it as a PDF, and track accept or decline. Quotes are versioned, sending creates a fixed snapshot, and a revision supersedes the previous version rather than overwriting it, so what the customer received always stays recoverable.
Scoring
Section titled “Scoring”Define scoring rules (“visited pricing page +10”, “enterprise domain +25”) and Lynqu keeps every lead’s score and temperature current, so reps work the warmest leads first.
Duplicates & merge
Section titled “Duplicates & merge”Lynqu detects likely duplicates (same email, phone, or a strong name match) as leads arrive and queues them under the manager-only Duplicates tab. Merging keeps the stronger record, fills its empty fields from the other, reparents all activity, notes, and documents, and leaves an audit trail. Dismissed pairs never resurface.
Saved views
Section titled “Saved views”Save any combination of tab, filters, view mode, and sort as a named view. Personal, or shared with the whole org (manager+). Your last-applied view reloads automatically.
Segments
Section titled “Segments”A segment is a named set of leads described by conditions, such as “DACH trade-show leads” or “Enterprise accounts”. It is not a list anyone keeps up to date: Lynqu works out who is in it each time it is used, so a lead joins or leaves on its own as its details change.
A segment can:
- filter the leads list, on its own or saved into a view. The same filter narrows the list, the board and the Calendar view, so the calendar shows only the activity of the leads the filter chips above it describe
- aim a sequence or an automation rule at part of your pipeline
- hold an A/B test of a template
- add points in a scoring rule, or narrow an automation or sequence condition,
with
in_segment(lead, <segment id>). The id is the#number beside the segment’s name in the segment editor. - be compared with the others on the Segments tab
- be read through the developer API, which lists segments and filters leads by one
Creating a segment
Section titled “Creating a segment”Set the filters you want on the leads toolbar, open the Views menu and choose Save as segment…. The editor opens with those filters filled in. Add conditions, give it a name and a color. While you edit, it shows about how many leads match.
Choosing several values inside a condition means any of them. Every condition you set must hold.
| Group | Conditions |
|---|---|
| Capture | Capture method, source, campaign, event, origin (Lynqu or an imported CRM), capture date |
| Pipeline | Pipeline, stage or kind of stage (won, lost, qualify, offer), status, temperature, score range, placement |
| Tags | Any of the chosen tags |
| Market | Country, communication language, industry, company size |
| Attribution | UTM source, medium and campaign recorded by your capture forms |
| Custom fields | Up to 5 conditions on your organization’s lead custom fields |
Country comes from the lead’s linked company, or from its linked contact when the company has no country. A country typed or imported from a CRM or a spreadsheet matches when it is the country’s name in any of Lynqu’s languages, its ISO code, or a common abbreviation (“Germany”, “Deutschland” and “DE” are the same country). A lead with no linked company or contact has no country, so a country condition leaves it out. Industry and company size come from the linked company.
Order matters for reports
Section titled “Order matters for reports”Segments can overlap: one lead can be in “DACH” and in “Enterprise” at the same time. The segments have an order, and the rule is:
Reports place each lead and each email in the first segment it matches, in this order. Sequences and rules only ask whether a lead matches.
So the rows of a segment report add up to the whole organization, with a “Not in a segment” row for the rest, and no deal is counted twice. A sequence aimed at “Enterprise” still reaches a DACH Enterprise lead.
Managing segments
Section titled “Managing segments”On Leads, open the Views menu and choose Segments…
(/org/leads?view=segments). It lists every segment with the number of leads
in it that you can see, and what uses it. Drag to change the order, edit, or
delete. Up to 20 segments per organization.
A segment that is still in use cannot be deleted: by a sequence, an automation
rule or a template variant aimed at it, or by an in_segment() condition in a
sequence, an automation rule or a lead scoring rule. Lynqu lists those first,
because deleting the segment would otherwise widen an audience to every lead or
quietly change what a condition matches. A saved view that filters by a
segment does not block the delete; after it, that view shows no leads until you
edit it.
Every member sees the segments and can filter by them. Creating, editing, ordering and deleting them takes the lead-management capability, which managers and admins have by default. On Enterprise, a custom role can be granted it.
My Tasks
Section titled “My Tasks”Organization → Tasks aggregates every open contact point across your leads: overdue, due today, due this week. Managers can switch scope to a team member or the whole team. A daily digest notifies members who have tasks due.