| Class |
Isolated environment, identified by an 8-digit number (?t=12345678). |
| Sandbox |
Each trainee's copy of the CRM, saved on their own computer. |
| Administrator |
The trainer who creates the class; manages access, submissions and settings. |
| Trainee |
User who works in their sandbox and submits the work. |
| Submission |
Snapshot of the trainee's work, submitted to the trainer (max. 2). |
| Recovery code |
Code shown once when creating the class; recovers the trainer's password. |
| Proposal template |
Block-based structure that defines the look of the proposal PDF. |
| Pipeline |
Set of proposals by status (Kanban): Created → Sent → Negotiation → Won / Lost. |
| RoPA |
Records of Processing Activities (GDPR). |
| DSAR |
Request to exercise the rights of the data subject. |
| Loyalty |
The company's loyalty tier (Bronze/Silver/Gold), from its purchase volume; the contact inherits it. Gives a discount on proposals. |
| Stage / Lifecycle |
The company's (account) stage: Lead → MQL → SQL → Customer / Lost. |
| MQL |
Marketing Qualified Lead - a company whose people have shown interest (opened/clicked). |
| SQL |
Sales Qualified Lead - a real opportunity, already with a proposal. |
| Lead scoring |
A 0-100 score for the company (Hot/Warm/Cold), aggregating its people's engagement. |
| Acquisition funnel |
Conversion of companies Lead → MQL → SQL → Customer (vs the sales funnel, by proposal). |
| Behavioural trigger |
An automation fired by the lead's behaviour (opened/clicked, turned hot, no contact). |
| CAC / LTV |
Customer Acquisition Cost / Customer Lifetime Value. |
| EmailJS |
Service that enables sending real email from the browser. |
| White-label |
Replicate the CRM under another brand (name, color, logo). |
| AI Act |
Regulation (EU) 2024/1689. Classifies AI systems by risk: unacceptable (banned), high (conformity assessment), limited (transparency) and minimal. |
| Limited risk |
The AI Act tier for systems that interact with people - a chatbot, for instance. It is enough to say it is AI (Art. 50), applicable from August 2026. |
| AI literacy |
Art. 4 of the AI Act, in force since February 2025: whoever operates an AI system must understand what it does and where it fails. |
| Pulso |
The CRM bubble that answers questions about your data - from the Portuguese "take the business's pulse". It is not AI - and it says so. See Pulso. |