📄️ 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.