Getting started
Leadnote glossary: lead, list, stage, potential and more
Plain-language definitions of the words used in Leadnote, from lead, list and stage to potential, lead score, follow-up, SLA, seat and enquiry form.
This glossary explains the words you meet while using Leadnote. If a screen uses a term you do not recognise, find it here, then follow the link for the full guide.
People and accounts
| Term | Meaning |
|---|---|
| Organisation | Your company's account in Leadnote, also called your workspace. Everything you store belongs to it. |
| Account Owner | The single person with full control, created at sign-up. Others can be made owner only through Swap ownership. |
| Manager | A role that runs the team: wide access, but cannot change the role matrix. |
| L1 User, L2 User | The two sales roles. L1 is the standard salesperson; L2 is more restricted. See Add and invite users. |
| Seat | One paid place for an active user on your plan. Deactivated users do not use a seat. |
| Permission matrix | The table of what each role may view, create, edit, delete and export in each area. Only the owner edits it. |
| Team | A group of users, with a team lead, used for lead distribution and for reports by team. |
Leads and how they are organised
| Term | Meaning |
|---|---|
| Lead | A person or company you might sell to. It holds contact details, notes, activity, a stage, a potential and more. |
| Customer | A lead whose stage has the Won state. Leadnote shows leads and customers together as Leads & Customers. |
| List | A group of leads that share an origin, such as an event or a website. Each list has its own enquiry form, assignment rule and fields. See What are lists. |
| Sample Leads | The list every new account starts with. It holds one record, the owner's own. |
| Lead stage | A step in your sales process, such as Open or Qualified. Stages apply to the whole account. |
| State | What a stage means to Leadnote: New, In progress, Won or Lost. |
| Potential | How likely a lead is to buy: High, Medium, Low or Not Relevant. |
| Lead score | A number from 0.0 to 9.9 that Leadnote calculates from potential, deal size, profile completeness and activity. Used for sorting and filtering. |
| Deal size | The expected value of a deal, with its own currency. |
| Lead source | Where a lead came from, such as Website or Podcast. |
| Tag | A coloured label you attach to leads, such as "Hot lead". |
| Qualifiers | The extra categories on a lead: potential, product group, customer group, tags and deal size. |
| Product group, customer group | Categories for what a lead is interested in and which segment they belong to. |
| Custom field | A field you add for details Leadnote does not store by default. |
| Assigned to | The user responsible for a lead. |
Keeping leads moving
| Term | Meaning |
|---|---|
| Follow-up | A scheduled next contact on a lead, with a date, time and note. |
| Overdue | A follow-up whose time has passed without being completed or rescheduled. |
| Task, to-do | A job to do, optionally linked to a lead, with a due date and an assignee. See Tasks & To-do. |
| Follow-up Calendar | A calendar of follow-ups and tasks by day, week, month or agenda. |
| Unattended lead | A lead with no activity for a number of days you choose on the Unattended Leads screen. |
| Stagnant lead | A lead that has stayed in one stage longer than that stage's SLA. |
| SLA (max days in stage) | The longest a lead may stay in a stage before it is flagged. Set on Lead Stages. |
| Working hours | The weekly schedule and holidays that reminders and SLA counts use. |
| Round robin | A rule that hands new leads to chosen users in turn. |
Capturing and cleaning data
| Term | Meaning |
|---|---|
| Enquiry form | A public web form attached to a list. Submissions become leads in that list. |
| QR banner | A printable page with a QR code that opens a list's enquiry form. |
| Leadnote Pages | Landing pages you build for lead capture. |
| Import | Bringing leads in from a CSV file. See Import your first leads. |
| Duplicate | Two leads with the same email or mobile number. Data Clean Up finds and merges them. |
| Merge | Combining duplicates into one master record. |
| Archived lead | A lead taken out of active views but kept, and restorable. |
| Deleted lead | A lead removed from normal screens. Deleted leads can be restored for 45 days. |
| Locked lead | A lead that only owners and managers can edit, once locking is switched on. |
Navigating and communicating
| Term | Meaning |
|---|---|
| Quick create | The plus button in the top bar for adding a lead, task, list and more. |
| Global search | The Ctrl+K search across leads, lists, products, quotes, invoices, tasks and settings. |
| Favourites | Up to ten pages you pin to your sidebar. |
| Hub | The feature discovery centre that lists every feature by category. |
| Campaign | A bulk email, SMS or WhatsApp message to a group of leads. |
| Outbox | The log of messages Leadnote has queued or sent. |
| Leadnote AI | The chat assistant that answers questions about your data. See Use Leadnote AI. |
| Sync | On the mobile app, the exchange of changes between the phone and your account when it is online. |
Frequently asked questions
What is the difference between a lead and a customer in Leadnote?
They are the same kind of record. A customer is a lead whose stage has the Won state, such as the default Customer stage. Leadnote shows both together under Leads & Customers.
What is the difference between unattended and stagnant leads?
Unattended leads have had no activity for a number of days that you choose. Stagnant leads have stayed in one stage longer than that stage's allowed days.
What is a lead score?
A number from 0.0 to 9.9 that Leadnote calculates from the lead's potential, deal size, how complete the profile is and how much activity it has had.
What does the Account Owner role mean?
The Account Owner is the one person with full control of the organisation, including billing, roles and closing the account. Ownership can be handed over with Swap ownership.