Glossary
The language of momentum, in plain English
Use these definitions to keep teams aligned across the prospect lifecycle, Actions and reporting.
workspace
One organisation’s operating space, data and settings.
company
An account or organisation that may contain one or more contacts.
contact
A person associated with a company.
prospect
A contact or company being evaluated for potential outreach or conversion.
campaign
A planned sequence of outreach or content activity with a defined outcome.
conversation
A reply or message thread that may require an Action or CRM update.
opportunity
A qualified commercial possibility being progressed through the pipeline.
action
One owned piece of work with a purpose, due date and outcome.
pipeline
The ordered view of active Opportunities and their commercial stages.
momentum
The measurable combination of progress, follow-through and commercial movement.
integration
A connected provider used to exchange data or perform work for a Workspace.