Reference
AgentixCRM glossary
Understand sales records, stages, activities, and revenue terms
The glossary defines the objects and measurements used across prospecting, CRM records, communication, pipeline, documents, and reporting
What this workspace includes
- Prospect, contact, business, and group
- Deal, stage, pipeline, and forecast
- Task, activity, sequence, and conversation
- Proposal, contract, booking, and call
Complete workflow
- 1
Find the term
Use the glossary from the relevant feature
- 2
Read its record scope
Understand what object it describes
- 3
Return to the workflow
Interpret the current view
- 4
Apply consistently
Use the same meaning in team process
How records and settings behave
- Terms remain consistent across supported views
- A record can relate to several other objects
- Stage and timing influence revenue reporting
Working effectively
- Agree on stage definitions
- Separate people from organizations
- Use activity terms consistently
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with AgentixCRM glossary?
Use the glossary from the relevant feature
When is my work saved?
Terms remain consistent across supported views
How do I confirm the result?
Return to the related list or detail view and review its current status. Stage and timing influence revenue reporting