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Welcome to LyncHub

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Create New Lead

First Name

Last Name

Email (Visitor)

Phone (Visitor)

Secondary Phone 1

Secondary Phone 2

Secondary Email 1

Secondary Email 2

LinkedIn Profile

Website

Company

Country

Business Model / Strategy

Lead Intent*

Lead source

Lead Source Detail (e.g., Ad Name, Referrer)

Property

Assigned to

Internal Notes

Mrea campaign preset

Next follow up at

Create New Task

Title*

Description

Due Date & Time

Priority*

Task Status*

Assign To

Related Lead

Related Client

Related Deal

Create New Deal

Deal Title*

Deal Type

Buyer Side

Seller Side

Status*

Client

Lead

Assigned Agent

Sales Pipeline

Current Stage

Deal Value / GCI Goal*

Currency

Related Properties

Contract Effective Date

Expected Close Date

Actual Close Date

Create transaction milestones

Schedule first follow-up task

Schedule Appointment

Appointment Type*

Seller Listing Appointment

Buyer Consultation

Lead/Client*

Assigned Agent

Status*

Notes

Appointment Date*

Appointment Time*

Send confirmation email to client

Add to agent's calendar

Remind 24 hours before

Create follow-up task after appointment

Estimated Duration

Log Interaction

Interaction Type*

Content/Notes*

Outcome

Create follow-up task based on this interaction

Create Quick Goal

Goal Title*

Metric to Track*

Target Value*

Target Date*

Time Period*

Schedule Team Meeting

Meeting Title*

Meeting Type*

Date & Time*

Duration (Minutes)*

New Standard Operating Procedure (SOP)

The form could not be loaded.

Define a new reusable template for transaction milestones that can be applied to deals.

Milestone Name*

Applies to Transaction Type

Order*

Is Active?

Days from Effective Date

Calculates due date: days from Deal's 'Contract Effective Date'. Can be negative for pre-effective date tasks.

Days from Expected Close Date

Calculates due date: days from Deal's 'Expected Close Date'. Use negative for days *before* closing. Overrides 'days from effective date' if both are set.

Default Responsible Role

Assigns milestone to agent with this role in the deal's associated organization/team.

Description/Instructions

Please correct the following errors: