Glossary: Key Terms & Concepts

The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gathering leads from various sources, tracking all o...read more

An appointment scheduling solution, often known as an appointment booking system or appointment management software, allows service providers to easily handle appointments. When an appoint...read more

Email marketing is a type of marketing that informs your customers via email list of new products, discounts, and other services. It can also be a pitch to educate audience on your brand's...read more

Activity management is a method of keeping track of employee duties in an organization. The data in operation is a valuable source of information for all of the workers who use it. For exa...read more

You can view and manage previous interactions with a contact by selecting them from the Contact Directory or the Information view of the current voice, chat, email, or work item conversati...read more

Importing involves adding your previous contacts to your phone after a reset, whereas exporting entails updating your backup contact list. Contacts are one of the most challenging objects ...read more

Customer Pipeline is a feature that is designed to facilitate the management of customer relationships for businesses. It refers to a structured approach to systematically managing the flo...read more

Finding potential consumers for your company is what sales prospecting entails. Prospecting is always the starting step, regardless of the specifics of your sales cycle. Prospects enter as...read more

A search filter is a feature that allows a visitor to narrow down the search results on a product listing page, such as by size, color, price, or brand. Multiple filters can be used to lim...read more

Contacts and contact groups can be shared among any or all users with shared contacts. This gives the chosen users access to the shared contact information from any platform or device. Sha...read more

A Group Admin can use Group Management to organise contacts into groups so that anyone with a Business or Enterprise subscription can easily share and transmit information to everyone in t...read more