Terms & Definitions

Account/Customer

A standard object in Global Office that represents a company, organization, or person (but not necessarily a customer). An account or customer may have contacts (individuals or employees who work there), leads (potential sales deals), and other objects associated with it. The account/customer is someone that purchases your product or uses your services.

API

An API (application programming interface) is a system used by a piece of software to talk to other pieces of software. Global Office Software uses an API to connect to outside systems like a marketing platform or payment processing. 

Bi-Directional Sync

A feature of a third party tool that allows it to both read information from and write information to, another software. 

Chat

A tool that allows employees/users talk to each other in real time across the Global Office Software system while they are working. 

Closed Won Lead

A standard stage in Global Office that refers to the status of a lead.  A lead is typically set to “won” status when a lead is closed and the associated account is now a customer.

Contact

A standard object in Global Office that represents an individual person. The contact record contains details like a name, address, email, and phone number. A contact can be attached to an account/customer and lead.

 

Contact Role

A standard field included on the contact record that can be used to define the role an individual plays in an account or lead (e.g., decision maker, influencer, etc.).

 

Custom Field

A specialized piece of data stored in Global Office that is unique to the user’s business. (e.g., a dog food manufacturer might create a custom field for “favorite dog breed” in its system to track the favorite breed of each of its contacts.).

Custom Report

A view of data in Global Office that has been personalized by the user to include exactly the information they want to see. A custom report might use filters to determine which records it includes (e.g., this report should include only lead records in massachusetts who are CEOs) and will contain a set of individually chosen fields, usually as columns (e.g., the name, email address, and lead score of those Massachusetts CEO leads.)

 

Dashboard

A dashboard in Global Office is the main page that tracks all the most important task. You can find the dashboard when login into the Global Office system.

 

Field

A field in Global Office is a piece of data stored on an object. An example of a field might be the “First Name”, or “Email Address” field found on the lead and contact records. Fields are also often referred to as “properties”.

Forecast

Generally speaking, a forecast is an estimate of revenue that will be brought in during a given time period. In the context of Global Office, a forecast is a type of report that shows a tally of data from opportunities expected to close in a specified time period. Your sales managers may use Global Office forecasts to monitor their pipeline throughout the month.

Lead

A standard object in Global Office that represents an individual identity at an early stage in the sales process. A lead record isn’t natively connected to other data in Global Office, but is “converted” when it represents a valid opportunity (a process which creates a contact in its place and associates it with account and opportunity records). See the lead object section above. 

Lead Stage

A standard field found on the lead object that is used to track the status of a lead. The lead stage may be set to one of several values such as “Prospecting”, “Negotiation/Review”, or “Closed Won”, which represents that the lead is associated with a customer or won business.

Report

A report is what it sounds like - a view in Global Office of a specific subset of records and fields of data. Global Office comes with several standard report types out of the box (e.g., the Comprehensive Sales Report, the Lead History Report). It is also possible to create custom reports in Global Office.

To Do's

Upcoming tasks that are typically related to a customer, vendor, lead, contact, or within your business that require actions. Things like emailing the client about updated contracts, asking the lead to fill out more information about themselves or simply just cleaning your desk at the end of the day.

Use the action plans to set up To Do's in a sequence of events tied to dates to get ahead of the game!

View

Use the different views to change the layout of your home dashboard.