Navigating Your Workspace

Lynqora’s left-hand navigation is grouped by what you’re trying to do, not by feature name.

Core CRM

Your primary records: Contacts, Companies, and Deals. These three are associated with each other — a Deal links to a Company and one or more Contacts, and every record shows its related records in a sidebar.

Conversations & Support

Where communication happens: the shared Inbox, Tickets, Tasks, and Meetings.

Sales Enablement

Reference material your team reuses: Playbooks, Products & Templates.

Admin & Settings

Workspace-wide configuration — Roles & Access, Organization Settings, Data Management, and Security Overview. Most of this is visible only to admin roles.

Every record’s layout

Contacts, Companies, and Deals all share the same record layout:

• A summary header — name, key fields, owner.
• Tabs across the middle — Overview, About, Activities, and object-specific tabs (Deals/Revenue for Contacts and Companies; a pipeline stage bar for Deals).
• A quick-action row — Note, Email, Call, Task, Meeting, More — for logging or starting an interaction without leaving the record.
• A right-hand sidebar — associated records (Companies, Deals, Tasks, Meetings, Tickets, and more, depending on the object).

Once this layout is familiar on one record type, it’s familiar on all of them.