Glossary

The words below are used the same way in the app and in every Help article. Point at an underlined word in an article to see its definition.

#Sales

#Lead

A new enquiry that has not been qualified yet, for example a WhatsApp message, a web form or an imported row. You work a lead and then convert it into a deal or dismiss it.

#Deal

A sales opportunity with a value, an owner and a stage in a pipeline. Deals are what the Deals board, the forecast and the sales reports count.

#Pipeline

The ordered list of stages a deal goes through, from first contact to Won or Lost. A company can have several pipelines, for example one per product line.

#Stage

One step of a pipeline, shown as a column on the Deals board. Each stage has a win probability that the forecast uses.

#Deal owner

The person responsible for a deal. The owner and Company admins can edit and move it; the owner gets its notifications.

#Observer

A colleague added to a deal to follow it. Observers read all its messages, emails and meeting notes and can add notes, but cannot edit or move it.

#Lost reason

Why a deal was lost, chosen from a list that Company admins maintain. Lost reasons feed the lost reasons report.

#Contact

A person you do business with, stored in Contacts with their channels, deals and timeline.

#People and access

#Role

What a person can open in Dromix: Owner, Company admin, HR, Department manager or Member. Every person has exactly one role. Guest accounts are no longer available; outside people join meetings and webinars with a link.

#CRM access

Permission to open Leads, Contacts, Companies and the Deals board. Owners and Company admins always have it; other people get it through their department, a personal grant, or access to a messaging channel.

#Channel agent

A person chosen to answer a WhatsApp, Instagram or Facebook channel. Channel agents get CRM access automatically.

#Seat

One active account on your license. When all seats are used, new invites are blocked until a seat is free again.