Skip to Content
Admin & SettingsData Management

Data Management

The editable core of your workspace’s configuration, reachable from Admin & Settings → Settings → Data Management.

Objects & Custom Properties

Manage the fields on every record type — Contacts, Companies, Deals, and more. Filter by group, field type, or standard-vs-custom, create new properties, or export the full list.

Lists & Catalogs

Editable master-data lists. Beyond the generic CRM lists (Lead Status, Lifecycle Stage, Industry), Lynqora includes logistics-specific catalogs out of the box:

  • Cargo Types
  • Vehicle Types
  • Service Areas
  • Client Tier

Associations

A visual editor for how your record types relate to each other — Company↔Contact, Company↔Deal, Contact↔Deal, Client Account↔Order, and more, each with its own cardinality and label.

Pipelines

Manage multiple pipelines, their stages, and stage colors.

Data Quality

A dashboard surfacing duplicate records, formatting issues, missing-data breakdowns, and property-level insights — including a live count of records missing an owner, so gaps don’t stay hidden.

Organization Settings · Companies

Last updated on