Prolibu glossary

This glossary collects the terms you’ll find across Prolibu Suite and the rest of this help center, grouped by topic.

Records and objects

Record — the generic term for an entry in any module: a contact, a company, a deal. Titles and text across this help center use “record” to talk about any of them without singling out the module.
Contact — the record for a person your team works with: it holds their data, their relationship to a company, and the follow-up tracked from Prolibu Suite.
Company — the record for a business in the Directory, with its own data and follow-up (notes, tasks, activity); contacts relate to it through their Company field. Creating and acting on it follows the same flow as Records, with a few differences of its own — see Create a record.
Deal — a real Prolibu module, alongside Contacts, Companies, Quotes, and Products in the command palette. It’s created from a contact via Create a deal with this contact and has its own Contact field, Collaborators, and Stage.
Quote — a real Prolibu module, alongside Contacts, Companies, Deals, and Products in the command palette. It doesn’t have its own article in this help center yet.
Product — a real Prolibu module, alongside Contacts, Companies, Deals, and Quotes in the command palette. It doesn’t have its own article in this help center yet.

Property — each field in a record’s form (Primary, Stage, Phone, Address, Social media, Identification, Source and permissions).
Stage — the selector in a record’s Primary section; its values are account data (renameable), not fixed interface text.

Module — each main area in Prolibu, such as Directory, Tools, or Email. Within the Directory module, the side menu provides access to objects and tables such as Contacts, Companies, and Deals.
Index page (table view) — the page that combines the module’s route, the Table/Pipelines selector, quick filters, the table with configurable columns, and the count and pager at the bottom.
Board view — the same set of records grouped into columns by Stage (or another stage-type field), regroupable from tabs above the columns.
Filter — the panel that narrows the current table’s records by conditions on their fields; its options change with the module you have open.
Segment — the section that groups the ways you search, group, switch views, and filter the contact list.
Command palette — global search (Cmd/Ctrl+K) that reaches several modules at once from any screen, unlike the table search.
Search (by table) — the field that filters live, as you type, only the records in the table and module you have open.
Shortcuts — icons in the top bar that take you straight to the modules you use daily, without opening the full menu.
Saved view — a combination of conditions from the Filters panel, saved under a name so you can reapply it later, either just for you or shared with your team.

Association — the way one record relates to another: a reference field (like Company on a contact) that points to a single record, or a one-off action that creates a related record (like Create a deal with this contact).
Collaborator — people who add shared work on a deal, with no limit on how many, without replacing whoever is in Assigned to.

Activity — the kinds of follow-up logged from a contact’s record (notes, tasks, emails, calls, meetings), summarized in the Activity tab.
Note — formatted text, links, or attachments written from the Notes tab of a contact’s record; type @ to mention a user and notify them.
Task — a to-do with a due date created from a contact’s record.
Call — a record with four fields (Assigned to, Direction, Stage, and Channel) logged from the Calls tab of a contact’s record; Channel is the only required field.
Meeting — a tab on a contact’s record that shows a calendar and lets you connect Google or Microsoft to view and create meetings.
Individual email — the email you compose and send from the Emails tab of a contact’s record, once your inbox is connected; different from the Email module, which is for bulk sending.

Script — code (Development → Scripts) that runs when a lifecycle event fires on a chosen object, such as every time a contact is created or updated.
Pipeline — a record’s progression through the Stages configured for its object; you can visualize it in the board view.

Role and record access — the permission matrix in System → Roles that decides, per object, who can view, edit, or delete a record by default.
Workspace — the workspace you search, pin, reorder, and switch from the top bar without leaving the current module.

Template — a reusable message for your communications with contacts.
Snippet — short, reusable content for your communications with contacts.
Notification — an alert in the notification tray; the bell’s numeric indicator shows how many are pending.

Scoring — a module that computes a score on a record from configurable criteria. It isn’t shown in the side menu; its list opens directly at /ui/spa/stg/scorings.
Interest (deal temperature) — a thermometer icon (Cold/Hot) in the Deals table that reflects whether the sent proposal was opened and how recently.
Source — a free-text field on Contact and Deal for noting a record’s origin.
Custom report — a cross-object report built in Reports (Tools → Analytics → Reports), a module separate from CRM records.

Import / Export — loading contacts from a file, exporting a table’s results, and working with bulk selection.

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