Deals
A Deal tracks a piece of business moving through your pipeline, from first contact to close.
The pipeline board
Deals live on a kanban-style board, grouped into stage columns. Each card shows amount, owner, and close date, and each column shows a running total. Drag a card between columns to move it through the pipeline — or switch to Table view for a flat, sortable list instead.
Report, Calendar, and Gantt views are on the roadmap but not yet available — see What’s Next for Lynqora.
Creating a Deal
Deals → Create deal. Associate it with a Company and Contact, set a pipeline and stage, an amount, a close date, and an owner.
Deals that originate from an inbound conversation carry an INQ- reference and a Source: Inbox field automatically, so you can trace a Deal back to the conversation that started it.
The Deal record
- Overview — key fields, associations, and the Stage Readiness panel.
- Activities — the same Notes/Emails/Calls/Tasks/Meetings structure as Contacts and Companies.
Stage Readiness
Before a Deal can move to certain stages, Stage Readiness checks that required fields — like owner — are actually set, and flags what’s missing instead of letting the Deal advance silently incomplete. This runs automatically every time you try to advance a stage.
Multiple saved views
Seven saved view tabs let you slice the pipeline board by whatever’s relevant to how your team works, beyond the single default view.