Teamopipe glossary
A quick reference for the terms used throughout Teamopipe and this help centre. If you’re new to CRM software or just want to make sure you’re reading the UI correctly, this is the right place to start.
Pipeline
A visual board that represents your sales process. Made up of columns (stages) that deals move across from left to right. You can have multiple pipelines for different processes — Sales, Onboarding, Partnerships — each with their own stages and custom fields. Pipelines live in the left sidebar of the Teamopipe panel inside Gmail.
Stage
A single column in a pipeline. Stages represent steps in your process — Lead, Contacted, Proposal, Negotiating, Closed. Every deal belongs to exactly one stage at a time. Stages are fully customisable: you can rename, reorder, add, or delete them from Settings → Pipelines.
Deal
A card on a pipeline that represents a potential sale or work item. Deals are created from emails (one click) or manually. Each deal has an activity log, comments, tasks, custom fields, and linked contacts. Deals move through stages as they progress.
Kanban view
The default view of a pipeline — a board with deals shown as cards in columns. You drag cards between columns to move deals through stages. Best for daily pipeline review at a glance.
List view
The spreadsheet-style alternative to Kanban. Every deal is a row, every field is a column. Fields are editable inline. Best for bulk edits, creating tasks across multiple deals, or moving deals between pipelines. Switch between views using the table icon in the top-right of any open pipeline.
Contact
An individual person in your Teamopipe database. Contacts have their own detail page showing linked deals, email history, tasks, notes, campaigns, and custom fields. A contact can be linked to multiple deals. Contacts are often created automatically when you create a deal from an email.
Organization
A company or group that contacts belong to. Organizations give you an account-level view — all contacts at a company, all their deals, notes, and tasks in one place. Useful when you deal with multiple people at the same client company. Organizations are created manually and linked to contacts from the contact’s detail page.
Task
A follow-up action linked to a deal, contact, or organization. Tasks have a title, due date, type (call, email, meeting), priority, and assignee. Overdue tasks trigger notifications. All tasks across your workspace are visible in the Tasks section in the left sidebar.
Campaign
A broadcast email sent from your connected Gmail mailbox to a list of contacts. Campaigns support open tracking, click tracking, reusable templates, and automatic unsubscribe handling. Campaigns send one email to many people — they are not automated drip sequences.
Assignee
The team member responsible for a deal, contact, task, or organization. Assignees receive notifications when the item is updated. On solo plans you’ll only see yourself; assignees become meaningful when you add team members.
Custom field
A data field you define yourself — deal value, close date, industry, lead source, or anything else relevant to your process. Custom fields are created once in Settings → Data fields and can be made visible on specific pipelines or contact/organization pages. Fields are central (shared across the workspace) but visibility is per-pipeline.
Activity log
A read-only chronological record of everything that has happened on a deal, contact, or organization — stage changes, field updates, comments, tasks created, and assignee changes. The activity log cannot be edited or deleted. Visible in the detail view of any deal, contact, or organization.
Workspace
Your Teamopipe account and all its data — pipelines, deals, contacts, organizations, tasks, settings. Created automatically when you first sign in. Team members you invite join your workspace and share the same pipelines, contacts, and settings. Workspace settings (members, billing, API keys) are in Settings → Workspace Settings.
Thread-level linking
An email linking mode where only the specific email thread you used when creating a deal is linked to that deal. Replies to that thread continue to appear in the deal; other emails from the same person do not. Best when one person is involved in multiple separate deals.
Contact-level linking
An email linking mode where all emails from a contact’s email address are automatically associated with the deal. Past and future emails from that address appear in the deal without any manual action. Best when one person maps to exactly one deal.
Reporting terms
These appear throughout the Reports dashboard.
Status
A deal's outcome: Active, Won or Lost. Separate from the stage — a won deal keeps the stage it closed from. The date you set it becomes the deal's close date.
Open pipeline value
The total value of all deals still Active, in your workspace base currency. A snapshot of right now, so the period filter doesn't change it.
Win rate
Won divided by won plus lost, for the selected period. Open deals are excluded because they haven't finished.
Win % and Probability to win
Win % is the likelihood set per stage in Settings → Pipelines; Probability to win is the optional per-deal override. Both default to 100%.
Weighted pipeline
Each open deal's value multiplied by its probability, then added up — a risk-adjusted view of the same pipeline.
Forecast and best case
Forecast is what you've already won in the window plus the weighted value of deals expected to close in it. Best case swaps the weighted figure for the full value. See the forecast article.
Expected close date
When you expect a deal to close. It decides which month a deal falls into in the forecast; deals without one appear under “No close date”.
Stale deal
An open deal with no activity for longer than your workspace threshold (14 days by default). See stale deals and the data quality bar.
Workspace base currency
The single currency all reporting totals are shown in, set in Settings → Workspace settings. Deals in other currencies are converted to it — see deal value and currency.