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

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

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

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

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

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

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

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.

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.