Quick Start Guide
Get from a fresh login to your first Deal in about ten minutes.
1. Sign in
Lynqora signs you in with your Google account — there’s no separate Lynqora password to create or remember. See Logging In & Your Account for details.
2. Get oriented
Your workspace’s left-hand navigation is organized into a few groups: Core CRM (Contacts, Companies, Deals), Conversations & Support (Inbox, Tickets, Tasks, Meetings), Sales Enablement (Playbooks, Products, Message Templates), and Admin & Settings at the bottom. See Navigating Your Workspace for a full tour.
3. Add your first Company and Contact
- Go to Companies → Create company. Fill in the basics — name, industry, region — and set an owner. In Lynqora, a Company doubles as a client account, so you’ll also see tier, credit standing, and billing-terms fields here.
- Go to Contacts → Create Contact and add the person you work with at that Company. Associate them with the Company you just created.
Always set an owner when creating a record. An unowned Contact, Company, or Deal has no accountable person — Lynqora’s Data Quality tools will flag it, but it’s better to set it at creation.
4. Create your first Deal
Go to Deals and click Create deal. Associate it with the Company and Contact you just created, set a pipeline stage, and set an owner. Your new deal appears as a card on the pipeline board — drag it between stages as it progresses.
5. Set up your team
If you’re the workspace owner, head to Admin & Settings → Roles & Access to invite teammates and assign roles. See Roles & Access.