📄️ Open Pipelinq for the first time
A tour of the Pipelinq workspace and where to find the controls you'll use every day.
📄️ Add a new client
Create a new person or organisation in Pipelinq, with contact details and notes.
📄️ Link a contact person to an organisation
Connect an individual to an organisation with a defined role (sales manager, project lead, etc.).
📄️ Move a lead through the pipeline
Drag a lead between kanban stages to update its status, value, and close probability.
📄️ Log an interaction (contact moment)
Record a call, email, visit, or other interaction so the client's history stays complete.
📄️ Capture a request from My Work
Record an incoming request (quote, support call, info inquiry) before it becomes a formal lead or case.
📄️ Sync with Nextcloud Contacts
Two-way sync between Pipelinq clients and the native Nextcloud Contacts app via CardDAV.
📄️ Resolve a duplicate-detection warning
Pipelinq flags likely duplicate clients. Decide whether to merge, keep both, or override.
📄️ See the 360° client view
Open the klantbeeld: one screen that pulls together a client's contacts, leads, requests, interactions, and open work.
📄️ Schedule and handle a callback
Create a terugbelafspraak (callback task) on a client, then work it off your queue when the time comes.
📄️ Register a complaint
Record a klacht against a client, route it for handling, and track it through to resolution.
📄️ Track your work on the dashboard
Use the Pipelinq dashboard to see your pipeline, open requests, due callbacks, and recent activity at a glance.