Glossary

Term	Meaning
Workspace	The business context containing your team and records.
Lead / inquiry	An incoming request or outreach record to be worked.
Contact	A person, with their own contact details and related work.
Business	A company that can have several contacts and inquiries.
Customer	The ongoing customer relationship, with linked products and work.
Opportunity	A potential sale with a stage, value and next step.
Pipeline	The board for engaged leads; opportunities have their own stages.
First-response target	The time allowed for recording an initial human contact attempt.
Attempted	A contact attempt was recorded; reaching a person is a separate outcome.
DNC	Do not contact; review the person or phone suppression state.
Automation	A configured rule that creates internal work or notifications.
Capability	Permission to read or change a particular kind of information.
MCP	A connection protocol that lets an assistant use approved Sales tools.

Use Your workspace at a glance to find these records in the app.