Quick reference for key terms and concepts used throughout Booked55.
ActivityAny logged sales action such as a call, meeting, email, or follow-up. Activities are tracked on the Scoreboard and linked to contacts. CampaignA bulk email send targeted at a filtered set of contacts. Campaigns use templates and go through filtering, testing, and launching stages. ClientA contact who has been marked as a paying customer, typically through a pipeline automation or manual action.Client TypeA configurable category used to classify contacts or pipeline items within your workspace. CompanyAn organization record that can be linked to one or more contacts. Tracks company name, website, employee count, and more. CSV ImportThe ability to upload a CSV file to bulk-create contacts, mapping columns to Booked55 fields. EventA conference, networking session, or meeting tracked in Booked55. Events can be single-day, multi-day, or recurring and have attendee lists. Global User FilterA dashboard-wide dropdown that filters all data by a specific team member. Useful for managers reviewing individual performance.HeatmapA visual calendar on the Scoreboard showing daily activity volume by color intensity. Kanban BoardThe visual pipeline view where contacts are displayed as cards in stage columns. Cards can be dragged between stages. OrganizationThe top-level workspace in Booked55. Each organization has its own contacts, pipelines, settings, and team members. PipelineA series of stages that represent your sales process. Contacts move through stages from left to right as deals progress. Pipeline ItemA contact placed in a pipeline. Each item has a value, assigned user, notes, and can trigger stage automations. PromptA configurable AI instruction used in pipeline automations. Prompts support variables and are managed in Workspace Settings. ReferralA relationship between two contacts where one referred the other. Tracked on the contact detail page.RoleA permission level assigned to team members: owner, admin, manager, operator, sales-person, or user. ScoreboardA dashboard showing six key metrics — events attended, contacts earned, activities completed, referrals generated, appointments held, and customers earned — with heatmaps and scoring. StageA column within a pipeline representing a step in the sales process (e.g., "Lead," "Meeting Booked," "Proposal Sent").Stage AutomationAn action triggered when a contact enters a pipeline stage — such as moving to another pipeline, marking as client, or generating an activity. TemplateA reusable email layout with subject, body, and dynamic variables that populate with contact or company data when sent. VariableA placeholder in templates (e.g., {{contact.first_name}}) that gets replaced with real data when an email is sent. Workspace SettingsConfiguration pages for pipelines, client types, API keys, and AI prompts that apply to the entire organization. Ready to get started?
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