Core records
- Contact — the person record label used in real estate workspaces; has timeline, owner, stage, and activities
- Lead — the person or prospect record label used in non-real-estate workspaces; has timeline, owner, stage, and activities
- Deal — opportunity with amount and stage toward close
- Listing — property record (real estate workspaces only)
Outreach
- Cadence — multi-step sequence (email, SMS, call, LinkedIn) run on a contact or lead
- Cadence template — blueprint at Cadences → Templates
- Cadence instance — active run of a template on one contact or lead
- Campaign — broadcast-style send (distinct from per-record cadences)
Workspace
- Assignee / owner — user responsible for follow-up on a contact or lead
- Schedule — sidebar name for calendar, meetings, and tasks (/dashboard/calendar)
- Integrations — connect email, calendar, phone, Meta, and more
- Credits — metered usage for enrich, verify, SMS, voice, and AI features
- Merge — combine duplicate contacts or leads while keeping timeline history
Capture
- Form — public contact or lead capture at opaque URL /f/…; name is for CRM source only
- onLeadIngest — shared automation on new contacts or leads: assign, cadence, enrich, notify
What you should see
When you read other help articles, these words should now match the product labels you see in Flowforce. If an article says Contacts / Leads, use the label shown in your workspace.