CRM Glossary

  • Activity: actions that are taken on records in the CRM. Examples include notes, emails, tasks, meetings, calls, postal mail, SMS, LinkedIn, and WhatsApp messages.
  • Activity feed: a feed that shows engagements such as interactions with your one-to-one emails, meetings booked, document views, and more.
  • Association: ‌a connection or relationship between records in the CRM. You can associate records with each other, or activities with records.
  • Company: the object used for any organisation saved in your CRM. 
  • Contact: the object used for any person saved in your CRM. 
  • Object: a type of a relationship or process that your business has.All HubSpot accounts include contacts, companies, deals, and tickets. Depending on your use case or subscription, there are additional objects, such as calls, conversations, products, quotes, and custom objects. All of these objects use the same framework, which enables you to segment or report on them in views, lists, workflows, and reports.
  • Deal: the object used to store information about ongoing transactions throughout the stages of your sales process.
  • Deal score: a number that shows the likelihood of a deal closing.
  • Home page: a list view of the records for each object, for example, the contacts home page.
  • HubSpot score: a number that shows qualification of contacts based on criteria set in HubSpot’s lead scoring tool.
  • Pipeline: a way to monitor CRM objects in different stages. Deal pipelines can be used to predict revenue and identify roadblocks in your selling process. Ticket pipelines can be used to manage your support ticket statuses and identify trends.
  • Property: a field created to store data for an object. Each object has its own set of properties and all the records of that object will have those same properties. HubSpot creates and uses some default properties for each object that cannot be deleted. 
  • Record: an instance of an object (e.g., "Tom Smith" is a contact record). These records can be associated with records of other object types, and can be used in HubSpot tools, such as workflows.
  • Saved view: in your object homes, a filter created to segment records based on their property values to limit the records you view for analysis. 
  • Task: a to-do reminder that is assigned to a user and associated with a record. 
  • Ticket: the object used to store information about customer queries.