Glossary

Lead — A company or person you might sell to, with its contacts, activity and deals in one record.

Contact — A person inside a lead.

Client — A lead that has become a paying customer. Shown under Clients; My Clients lists only yours.

Opportunity — A deal on a lead, tracked through a pipeline.

Pipeline — The ordered stages an opportunity moves through.

Smart View — A saved, live filter on the Leads list.

Workflow — An automation that runs steps when a trigger happens.

Sequence — A scheduled series of outreach touches.

Agent — One of the AI team members your organisation can name.