Configure pipeline stages
Define the kanban stages every lead moves through, with default close probabilities.
Configure request types
Define the request categories your team triages from My Work: info, quote, support, complaint, etc.
Manage user / group permissions
Decide which Nextcloud groups can create clients, edit leads, see all-org pipelines, or administer Pipelinq.
Configure CRM workflows and automation
Define the request-type workflows, handling states, and automation rules that route work through Pipelinq.
Connect contacts and calendar sync
Link Pipelinq to Nextcloud Contacts address books and Calendar so clients and callbacks stay in sync org-wide.
Manage Pipelinq settings
Tour the Pipelinq admin settings page: where the OpenRegister register lives, plus the global options that aren't pipeline-, request-, or sync-specific.