Glossary

FluxCRM glossary: eight words that are enough to work

What opportunity, stage, status, expectation, Dzwonek and the other names from the panel mean.

The stage says where the case is, the status says how it ended, and the expectation says whose move it is.

Basic terms

Term	Meaning
Opportunity (lead)	One sales case with one customer: everything we agreed with them in one place. In the code and the API it is called `lead`.
Source	Where the opportunity came from: mail, website (form), phone, text message, offers portal, manual, import.
Channel	How the customer got in touch: incoming mail, form, portal thread, call.
Card	The screen of one opportunity with the conversation, data and actions.
Owner	The person who handles the opportunity. It can be empty ("nobody").
Company, person	The entity and the people attached to the opportunity (decision maker, accountant). One company can have many opportunities.
Tag	Your own label for filtering, for example "urgent".
Case fields	Custom fields of the instance (for example requested amount, purpose of the loan). Set by the administrator.

Term	Question	Default values
Stage	Where is the case in the funnel?	New, Offer sent, In conversation, Contract, In progress, Handover, Invoice issued
Status	What is the outcome of the case?	In progress, Won, Lost, Offers with no reply
Expectation	Whose move is it?	waiting for us, waiting for the customer, nobody

Stages and their names depend on the instance's industry (for example credit: Contact, Analysis and credit bureau, Documents, Banks, Decision, Contract, Commission).
Won is set automatically when a pro forma invoice is created, or by hand. Offers with no reply are opportunities where we sent only automatic offers and nobody answered: they do not count as work in progress.
Status and stage change automatically from facts, but a person's manual decision always wins. Choosing auto gives the decision back to the system.

Term	Meaning
Waiting for us	Opportunities where the customer wrote and we have not replied. The waiting time is green up to 2 hours, yellow up to a day, red longer.
What next	One sentence on the card: the system suggests the nearest move.
To do	Tasks for today and overdue ones.
To complete	Opportunities with gaps (phone, amount, consent, date).
Snooze	Hiding an opportunity from the list until a date. It comes back by itself when the customer writes.
Archive	Lost opportunities with no activity for more than 30 days; hidden, but not deleted.
View	A saved set of list filters under a name.
Focus mode	Shows the waiting ones one by one.

Term	Meaning
Dzwonek (call alert)	The connection of the system with an adviser when a new lead with a number arrives: the phone rings, and the customer's number is hidden until you press Accept.
Accept, Pass on	Accepting assigns the customer to the adviser. Passing on (or no reaction) gives the alert to the next person on the line.
Round	One pass of the alert through all advisers. After a set number of rounds the alert expires.
Duty	An adviser marked as available: the alert does not go to unavailable ones.
Approval queue	The place where messages to customers (automatic ones and drafts) wait for a person's approval. Nothing goes out without a click.
Auto-reply	The first reply to a customer within a minute, off by default.
Model draft	A proposed reply from a language model. Always to be edited and approved.
PWA	A website installed as an app (on an iPhone and a computer).

Term	Meaning
Consent	A record that the customer agreed to marketing, data processing or a credit bureau query, with the date, source and proof.
Audit	A change log: who changed what and when, with the state before and after.
Anonymisation	Replacing the opportunity's personal data with a marker, keeping the numbers for statistics.
Data subject export	A summary of everything the CRM holds about one opportunity, at the person's request.
Retention	Rules for how long without activity before data is anonymised. Off by default.
Instance	A separate CRM installation of one company, with its own database, key and domain.
API key	A secret string for machine calls; a read key does not allow any change.
Bank application	A credit case record: bank, amount, decision status, validity, reason for refusal.