Field glossary

Term	Meaning
Lead	Early prospect record before or during qualification
Company	Customer or account level organization record
Contact	Individual person connected to customer context
Deal	Commercial opportunity that can be won, lost or disqualified
Owner	Person responsible for the record
Team	Group of members used for collaboration and scope
Stage	Position of a deal in its sales lifecycle
Outcome	Open, won, lost or another final commercial result where supported
Next action	Future work that should happen on a lead or deal
Quote	Commercial offer before invoicing
Valid until	Date used to determine whether a quote has passed its validity window
Invoice	Customer billing document
Posting	Accounting action that creates ledger effects from a document
Cleared payment	Payment accepted for settlement and cash calculations
Product	Reusable item or service used in commercial or inventory workflows
Stock movement	Quantity ledger entry for stocked inventory
Purchase order	Intent to buy specified items from a supplier
Goods receipt	Record of what physically arrived from a supplier
Journal entry	Balanced accounting entry made of debit and credit lines
Accounting period	Date range that can be opened, closed or controlled for posting
SLA	Response or resolution commitment used by Support
Scope	Mine, user, team or workspace population included in a view or report
Entitlement	Server supplied capability from the workspace plan and configuration

Last modified on September 7, 2026