Reference
Glossary
Short definitions of common Clientwright terms.
Last reviewed October 3, 2026
- Workspace: your company's private space in Clientwright.
- Contact: a person. Company: an organization.
- Lead: a prospect not yet qualified.
- Deal: a sales opportunity in a pipeline stage.
- Pipeline: the stages a deal moves through.
- Activity: a call, meeting, email, note or task.
- Saved view: a list with saved filters and columns.
- Segment: a list that updates itself from filters.
- Sequence: timed email and task steps.
- Ticket: a support request.
- SLA: a target time to respond or resolve a ticket.
- AI action: one AI request, such as a summary or draft.
- Webhook: a message sent to another system when something changes.