Glossary
The words you see in CloseUp, in plain language.
- 24-hour window (WhatsApp)
- A WhatsApp rule: free text only within 24 hours of the customer's last message; after that, approved templates only. Open the guide: WhatsApp with customers — write straight from the system
- Automated task
- A task the system created: next step after a call analysis, a meeting reminder, or a bot follow-up. Open the guide: Automated tasks — where they come from
- Campaign
- A lead source with its own intake address and distribution rule. Open the guide: Creating a campaign and distributing its leads
- Close chance
- A 0–100 AI score of how likely the lead is to close. Open the guide: What AI does for you on every lead
- Commission
- A rep's payout for a deal, calculated from commission rules. Open the guide: Commissions — rules, approval and payout
- Control panel
- The company admin area (the glowing orb): users, teams, statuses, routing, notifications, settings. Open the guide: "Control panel" — the company admin area
- Conversion rate
- How many entered leads became deals. Open the guide: Management dashboard — the sales picture
- Deal
- One close with a customer. Buying twice = two deals and two commissions. Open the guide: Closing a deal, deal value and repeat deals
- Lead
- A potential customer — someone who reached out, left details or was added by you. Each lead is a card with its full history. Open the guide: Reading the lead list: colours, tags and counters
- Lead access
- Per-user setting: only mine / my team / my teams and sub-teams / whole company. Open the guide: Roles, permissions and lead access
- Lead routing
- Rules that decide which rep or team gets each new lead. Open the guide: Automatic lead routing and distribution
- MCP
- A secure way to connect ChatGPT or Claude to CloseUp so they can read leads and create tasks with your permission. Open the guide: Connecting ChatGPT / Claude to CloseUp ("My smart agents")
- Personal coach
- A drawer on the lead card with the path to closing, objection answers and call feedback. Open the guide: What AI does for you on every lead
- Pipeline
- All open deals not yet closed — how much money is "on the way". Open the guide: Sales Booster — performance and campaigns
- Push notification
- An alert that pops on your phone or computer even when the system is closed. Open the guide: Phone & desktop alerts
- Reminder
- "Come back to this lead at this time." The lead hides until then and returns with an alert. Open the guide: A reminder to call the customer back
- Response pressure
- The coloured stripe on a lead row: light blue → amber → orange → red, by how long the customer has waited. Open the guide: Reading the lead list: colours, tags and counters
- Retainer
- A fixed monthly payment. Annual value in reports = monthly × 12. Open the guide: Closing a deal, deal value and repeat deals
- Returning lead
- An existing customer who reached out again. Not duplicated — the card updates. Open the guide: Reading the lead list: colours, tags and counters
- ROAS
- Return on ad spend: deal value per unit of ad spend. Open the guide: Ad insights (Google / Meta Ads)
- Round robin
- Each new lead goes to the next rep in turn — an equal split. Open the guide: Automatic lead routing and distribution
- Sales Booster
- A live queue of the next best thing to do, plus today's pulse, performance and campaigns. Open the guide: Sales Booster — "Now": the next best thing to do
- Sales round
- A new deal for a customer who already closed. Opened only via "New deal" in Lead details. Open the guide: Closing a deal, deal value and repeat deals
- Stage
- The five steps on the lead card: New → Discovery → Proposal → Negotiation → Closing. Open the guide: The lead card — full tour
- Status
- Where the lead stands: new, in progress, proposal sent, near closing, closed, not interested, paused… Open the guide: Changing a lead's status
- Two-step verification (2FA)
- After the password you also type a 6-digit code from a phone app. Open the guide: Changing your password and two-step verification
- Unassigned
- A lead with no rep yet. Reps who only see their own leads don't see these. Open the guide: Assigning a lead to another rep
- Unmatched calls
- Calls, WhatsApps and emails from numbers not yet linked to a lead. Open the guide: Calls and messages from unknown numbers
- UTM
- Tags on an ad link that tell which campaign and source a visitor came from. Open the guide: Creating a campaign and distributing its leads
- Viewer / view-only
- A role that sees everything but can't change anything. Open the guide: "View-only mode" or a blocked account
- Webhook
- A web address forms and other systems send leads to automatically. Open the guide: Creating a campaign and distributing its leads
- WhatsApp template
- A message pre-approved by Meta in WhatsApp Manager — the only way to message first. Open the guide: Outreach: bulk email, WhatsApp and SMS
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