Glossary
Comprehensive reference guide for all terms and concepts in the Aellysa platform. This glossary explains everything from basic computer terms to advanced sales concepts.
A
A company or organization that you're selling to. Contains multiple contacts and can have multiple deals.
Status indicator for account relationship: Good, At Risk, Critical, or Churned.
Visual representation of stakeholders and their relationships within a target account. Shows decision makers, influencers, champions, and blockers.
Strategic planning and development plan for target accounts, including growth opportunities and engagement strategies.
Classification of account: Prospect, Customer, Partner, or Competitor.
Recorded interaction such as email sent/received, call made, meeting held, or note added.
Chronological record of all interactions (emails, calls, meetings, notes) related to a deal, account, or contact.
User role with full system access, including user management, organization settings, and system configuration.
Process where proposals or deals require manager/admin approval before proceeding. Includes approve, reject, or request changes actions.
Status indicating a Smart Update has been accepted and synced to the CRM system.
A deal showing warning signs that it might be lost. Identified by AI based on declining engagement, missed milestones, or other risk factors.
File attached to an email, proposal, or deal document.
Record of all system activities and changes, including who made changes and when.
B
Quick-reference card with competitive positioning, objection handling, or product information. Used during sales calls and meetings.
Pattern of contact behavior including tone preference, response timing, and communication style.
A contact who may prevent or delay a purchase decision. Needs to be identified and addressed.
Operations performed on multiple items at once, such as applying or rejecting multiple Smart Updates.
C
Connection between Aellysa and external calendar systems (Outlook, Google) to sync meetings and events.
Customer success story document used as sales collateral to demonstrate value and results.
An internal contact at the prospect account who advocates for your solution. Key stakeholder in the buying process.
Proposal status indicating the approver wants modifications before approval.
Pipeline stage for deals that did not result in a sale.
Pipeline stage for deals that successfully closed and resulted in a sale.
Admin-only control center for system configuration, integrations management, data health monitoring, AI policies, field mapping, audit logs, and user management.
Numerical value (0-100) indicating how confident the AI is in a Smart Update suggestion.
An individual person associated with an account. Can be a decision maker, influencer, user, or other role.
Percentage of deals that successfully close as won deals. Calculated as: (Won Deals / Total Closed Deals) × 100.
Automatic or manual synchronization of data between Aellysa and external CRM systems (Salesforce, HubSpot).
Process of importing data from a CSV file into Aellysa, typically for deals, accounts, or contacts.
D
Process of matching columns from imported data (CSV) to Aellysa field names.
A sales opportunity or potential sale. Tracks through pipeline stages from qualification to closed won/lost.
Detailed view of a single deal showing all information, activities, contacts, emails, and related data.
Collaborative workspace for complex deals with shared documents and team collaboration.
Feature that identifies at-risk deals and provides playbooks (step-by-step strategies) to save them.
Monetary amount of a sales opportunity, typically in the account's currency.
Factors the prospect uses to evaluate and select a solution. Part of MEDDPICC framework.
The person with final authority to approve a purchase. Critical stakeholder in the sales process.
Steps the prospect follows to make a purchase decision. Part of MEDDPICC framework.
Specific items or outcomes promised in a proposal that will be provided to the customer.
Amount of money discounted from the total proposal value.
Pipeline stage where you're learning about the prospect's needs, challenges, and requirements.
Unfinished proposal or document that hasn't been submitted or sent yet. Can be edited freely.
E
The person who controls the budget and makes financial decisions. May be different from the decision maker.
Collection of related emails in a conversation, showing the full communication history.
Dashboard showing detailed metrics about sales activities, relationship momentum, and engagement trends with accounts and contacts.
Measure of how actively a contact or account is interacting with you, often color-coded in visualizations.
Numerical score (0-100) indicating how actively a contact or account is engaging with you. Based on email responses, meeting attendance, and other interactions.
Pipeline section showing engagement timeline and trends for accounts and contacts.
High-level overview section of a proposal that summarizes key points for decision makers.
Status indicating a Smart Update is no longer relevant or has passed its expiration date.
Function to download data (deals, contacts, Smart Updates) in various formats (CSV, JSON, Salesforce, HubSpot) for external use or CRM sync.
F
Specific CRM field updates suggested in a Smart Update, showing old value vs. new value.
Total proposal amount after discounts are applied.
Main dashboard showing prioritized tasks, meetings, and activities for the day. Your daily command center.
Scheduled action or reminder to contact a prospect or customer at a future date.
Predicted sales revenue based on deal values and probabilities. Weighted forecast = Sum of (Deal Value × Probability).
G
Internal organizational directory showing who to contact for different departments, functions, or support needs. Styled as an interactive book interface.
H
Visual grid showing deals organized by stage (rows) and time period (columns). Color intensity indicates deal value or count.
Export format compatible with HubSpot CRM for data synchronization.
I
Schedule showing when and how a solution will be implemented, typically included in proposals.
Centralized email management interface with smart views, folders, and email-to-deal linking capabilities.
A contact who can influence the buying decision but doesn't have final authority. Important for building consensus.
Connection between Aellysa and external systems (Outlook, Salesforce, etc.) to sync data and functionality.
K
Metrics displayed on dashboards such as pipeline value, win rate, conversion rate, and quota progress.
L
Tag or category assigned to emails for organization and filtering.
A potential customer before they become a qualified opportunity. Managed in the Leads board before conversion to deal.
Kanban-style board for managing leads through stages: New, Contacted, Qualified, Converted.
Numerical value indicating the quality and likelihood of a lead to become a customer.
Individual product or service in a proposal with quantity, unit price, and total price.
M
User role with team oversight capabilities. Can view team deals, approve proposals, and access management dashboard.
Sales qualification framework: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, Competition. Used to score deal quality.
Widget in Focus Area showing upcoming meetings with participant information and related deal context.
Quantifiable measures the prospect uses to evaluate success. Part of MEDDPICC framework.
Sales strategy of engaging multiple stakeholders simultaneously within an account to build consensus.
N
Pipeline stage where pricing, terms, and contract details are being finalized.
Specific action item or task planned for a deal, typically updated after each interaction.
Text entries added to deals, accounts, contacts, or meetings to record observations and information.
O
Techniques and responses for addressing customer concerns or resistance during the sales process.
Connection to Microsoft Outlook for email and calendar synchronization.
User assigned as the primary person responsible for a deal, account, or contact.
P
Visualization of partner relationships and co-selling opportunities.
Proposal status indicating it's been submitted and is waiting for manager/admin review.
Category of contact based on their role and buying behavior (Exec, Technical, Procurement, Legal, etc.).
All active deals organized by stage. Shows progression from initial contact to closed won/lost.
Current phase of a deal: Qualification, Discovery, Proposal, Negotiation, Closed Won, Closed Lost.
Pre-built, step-by-step strategy to rescue at-risk deals. Includes actions, templates, and timing recommendations.
Likelihood (0-100%) that a deal will close successfully. Used in forecast calculations.
Centralized list of products and services available to add to proposals.
Formal sales document sent to prospects with pricing, scope of work, deliverables, and terms. Requires approval workflow.
Unique identifier assigned to each proposal for tracking and reference.
Current state of a proposal: Draft, Pending Approval, Changes Requested, Approved, Sent, Viewed, Accepted, Rejected.
Q
Initial pipeline stage where you determine if a prospect is a good fit and has budget/authority/need.
Sales target or goal assigned to a sales rep, typically measured in revenue or number of deals.
Percentage of quota achieved, displayed as a progress indicator.
R
Proposal status indicating it was declined by the approver or the customer.
Status indicating a Smart Update was dismissed and will not be applied.
Measure of how strong the relationship is with a contact, often used in account mapping.
Process of extending or continuing an existing customer contract.
Specific indicators that contribute to a deal's risk score, such as declining engagement or missed milestones.
Numerical value (0-100%) indicating how likely a deal is to be lost. Higher score = higher risk. Calculated by AI based on multiple factors.
Tool or document used to demonstrate return on investment for a proposed solution.
S
Export format compatible with Salesforce CRM for data synchronization.
Centralized repository for battlecards, sales documents, case studies, and competitive intelligence.
Detailed description of what will be delivered in a proposal, including tasks and responsibilities.
Level of contact within organization hierarchy (Individual Contributor, Manager, Director, VP, C-Level, etc.).
A deal with declining probability over time, indicating it may be at risk.
AI-generated suggestion to update CRM fields based on activities (emails, calls, meetings). Ready for approval and sync.
AI-powered email organization that automatically categorizes emails into actionable groups (Action Inbox, Waiting for Reply, etc.).
Action to postpone an email or task until a later time when you'll address it.
Any person involved in or influencing a buying decision within a prospect account.
A deal that hasn't been updated or had activity in 14+ days, flagged for attention.
Indicator showing whether integrations (Outlook, calendar) are connected and when last sync occurred.
T
Reusable document structure for proposals, emails, or other documents. Saves time and ensures consistency.
Organization or company instance in the system. All users, deals, and data belong to a tenant. Also called "Organization."
Legal and business terms included in a proposal, such as payment terms, warranties, and service level agreements.
Sum of all line items in a proposal before discounts are applied.
U
Status indicating an email or notification hasn't been viewed yet.
Standard sales rep role. Can create and manage own deals, create proposals (subject to approval), and access personal dashboards.
Permission level assigned to a user: Admin, Manager, or User (Sales Rep).
V
Expiration date for a proposal, after which pricing or terms may change.
Process of checking imported data for errors or inconsistencies before finalizing the import.
Number indicating which iteration of a proposal or document this is. Increments when changes are made.
Number of times a proposal has been viewed by the recipient.
Status indicating the customer has opened and viewed the proposal.
W
Sum of all deal values multiplied by their probabilities. More accurate forecast than simple sum of deal values.
Successfully closed deal where the customer purchased. Moves to "Closed Won" stage.
Central hub for documents, templates, proposals, products, Smart Updates, and collaboration tools.
Section within Workspace for managing documents, templates, and collaboration tools.
A clickable element on the screen that performs an action when you click it. Usually appears as a rectangular shape with text or an icon.
To press and release the left mouse button once. This is how you interact with buttons, links, and other elements on the screen.
A main screen that shows an overview of important information, like a control panel. In Aellysa, the Focus Area is your main dashboard.
An empty box or area where you type information, like a name, email address, or number. Also called an "input field" or "text field."
To store your work so it's remembered. Always click "Save" after entering information to make sure it's stored in the system.
A button that closes a window or form without saving any changes you made.
To permanently remove something from the system. Be careful - deleted items usually cannot be recovered.
To change or modify existing information. Click "Edit" to modify a deal, contact, or other item.
A box where you type words to find specific items. The system will show you results that match what you typed.
A way to show only certain items that meet specific criteria. For example, filtering deals to show only those in the "Proposal" stage.
To arrange items in a specific order, like alphabetically by name or by date (newest first or oldest first).
A clickable section at the top of a page that switches between different views or sections. Like tabs in a filing cabinet.
A list of options or actions you can choose from. Usually appears when you click a button or icon.
A small picture or symbol that represents something. For example, an envelope icon represents email.
Text or an image you can click to go to another page or open something. Usually appears in blue and underlined.
A list that appears when you click on a field, showing options you can choose from. Also called a "select menu."
A small square box you can click to select or deselect an option. A checkmark appears when selected.
To move up or down on a page to see more content. Use your mouse wheel, scroll bar on the right side, or arrow keys.
To reload the page to see the latest information. Usually done by clicking a refresh button or pressing F5 on your keyboard.
A message that appears to alert you about something, like a new email or a deal that needs attention.
A small box with helpful text that appears when you hover your mouse over an icon or button.
To transfer a file from your computer to the Aellysa system.
To save a file from Aellysa to your computer.
The program you use to access the internet, like Chrome, Firefox, Safari, or Edge. Aellysa runs in your browser.
To enter your username and password to access your account.
To exit your account when you're done working.
A person whose job is to sell products or services to customers. Also called a "Sales Representative" or "Account Executive."
A potential customer who might buy your product or service but hasn't yet.
A person or company that has already purchased from you.
A potential sale that you're actively working on. In Aellysa, this is called a "Deal."
To determine if a prospect has the budget, authority, and need to buy your product. This happens in the "Qualification" stage.
To successfully complete a sale. A "closed won" deal means you made the sale. A "closed lost" deal means you didn't.
Money earned from sales.
A calculation showing how much value or profit a customer will get from buying your product compared to what they pay.
Similar to a proposal, a document with pricing information for a potential sale.
A legal agreement between you and the customer outlining the terms of the sale.
A concern or reason a prospect gives for not buying. Common objections include price, timing, or need.
A demonstration of your product to show a prospect how it works.
The percentage of deals that successfully close. If you close 3 out of 10 deals, your win rate is 30%.
The average amount of money in your deals.
The amount of time it takes from first contact with a prospect to closing the deal.
Any interaction you have with a prospect, like an email, phone call, or meeting.
Selling additional products or services to an existing customer.
Selling a different product to an existing customer.
When a customer stops using your product or doesn't renew their contract.
The geographic area or group of accounts assigned to a sales rep.
A system (like Aellysa) that helps you manage relationships with customers and prospects, track deals, and organize sales activities.
A series of related emails in a conversation, showing the back-and-forth exchange.
To respond to an email you received.
To respond to an email and include all the original recipients.
To send an email you received to someone else.
To send a copy of an email to someone who isn't the main recipient, but should be aware of the message.
Like CC, but the other recipients can't see that this person was copied.
The title or topic of an email, shown in your inbox.
Text automatically added to the bottom of your emails, usually with your name, title, and contact information.
To automatically update information between different systems so they match. For example, syncing your Outlook calendar with Aellysa.
Computer technology that can learn and make suggestions, like Aellysa's Smart Updates that suggest what to do next.
When the system does something automatically without you having to do it manually.
A way for different computer systems to talk to each other and share information.
Storing data and running programs on the internet instead of on your computer. Aellysa is a cloud-based system.
A problem that prevents something from working. Usually shows an error message explaining what went wrong.
What you're allowed to do in the system based on your role (Admin, Manager, or User).
Protection of your data and account from unauthorized access.
An extra security step that requires both your password and a code from your phone to log in.
The time you're logged into Aellysa. Your session ends when you log out or after a period of inactivity.
The menu on the left side of the screen with navigation options.
The top section of the page, usually showing the page title and action buttons.
A box or container on the screen showing information, like a deal card or contact card.
A small component on a dashboard that shows specific information, like the Energy Barometer widget.
A card showing a Key Performance Indicator, like total pipeline value or win rate.
Information displayed in rows and columns, like a spreadsheet.
Breaking a long list into multiple pages with page numbers to navigate through them.
A navigation trail at the top of the page showing where you are, like: Home > Pipeline > Deal Details.
A pop-up window that appears on top of the page, usually for entering or editing information.
A panel that slides in from the side of the screen, often showing additional information.
A small colored indicator, like "New" or "Urgent" shown on items.
A visual indicator showing how complete something is, like quota progress.
A visual representation of data, like a line chart showing engagement over time.
A visual representation of events in chronological order.
A visual board with columns showing different stages, where you can drag items between columns.
Displaying items in a grid pattern, like a gallery of cards.
Displaying items in a vertical list, one after another.
A page showing all the detailed information about one item.