Glossary of Terms
Client Account
The client-account details (tier, credit standing, billing terms, service area) that live directly on a Company record in Lynqora. See Companies.
Data Quality Tiles
The clickable summary tiles above the Contacts list (Missing owner, Missing email, Missing lead status, No recent activity, and more) that filter the list when clicked.
INQ- Reference
An automatic reference code linking a Deal back to the Inbox conversation it originated from.
Owner
The person accountable for a record. Every Contact, Company, and Deal should have one set.
Pipeline
A configurable sequence of stages a Deal moves through. A workspace can have multiple pipelines.
Stage Readiness
An automatic check on Deals that confirms required fields are filled in before allowing a stage change to go through.
Catch-up
A tab on Contact and Company records showing a running summary of recent activity — AI-generated insights are being rolled out gradually here.
Role
A named set of permissions (built-in or custom) assigned to a teammate, controlling what they can see and do.