Generic
Contact
An external person to the connected workspace.
Company
An external company to the connected workspace.
User
An internal person of the connected workspace.
Workspace
The connected workspace.
CRM
Opportunity
A sales opportunity or deal.
Pipeline
A sales pipeline containing stages.
Stage
A stage within a sales pipeline.
Engagement
A record of interactions with contacts, companies, and opportunities.
Ticketing
Project
A project, database or workspace that contains and organizes tickets/issues.
Issue
A support ticket, task or issue that can be tracked and managed.
Comment
A pubilc or private comment or update on an issue.
Scheduling
Calendar
A calendar that contains events and can be used for scheduling.
Event Type
A template for scheduling events with predefined settings.
Event
A scheduled event or meeting.
Accounting
Invoice
A bill or invoice issued to a customer for products or services.
Invoice Item
A line item within an invoice detailing specific charges.
Widget
Card View
A widget that dispaly contextual data from your application into the native interface of supported connectors.
ATS
Job
A job position that candidates can apply for.
Application
A job application submitted by a candidate.
Application Stage
A stage in the application process.
Offer
A job offer proposition made to a candidate for an application.
Telephony
Call
A phone call record with participants and recording details.
Call Transcript
A transcript of a recorded phone call with speaker information.