Glossary
Plain definitions for the core terms you'll meet across Pact.
A quick reference for the vocabulary used throughout these docs. Each term links to its full page where one exists.
Records
Account — A company you sell to. The unit most other records hang off, enriched with firmographics, an ICP score, and a health score.
Contact — A person at an account, with their details, engagement, and per-channel consent.
Opportunity / Deal — A revenue opportunity tied to an account, with a value, stage, probability, and close date.
Activity — A single event on the append-only timeline: an email, a call, a note, a stage change.
Tag — A tenant-scoped label you can attach to almost any record and filter by.
Sales & marketing
Pipeline — The kanban board of deals, organized by stage.
Stage — A position in the pipeline. Each stage has a type (open, won, or lost) and a probability used for the weighted forecast.
Sequence — A linear, multi-touch outbound cadence you enroll people into.
Journey — A branching, multi-channel automation flow with triggers, waits, and conditions.
Playbook — A when-X-do-Y automation that reacts to CRM events with tasks, notifications, or record updates.
Activation — A consent-gated sync of an audience to an ad platform.
Segment — A declarative, condition-based audience definition, refreshed on demand.
Data & AI
Enrichment — Filling in a record from external sources, scored and costed per field.
ICP score — A 0–100 measure of how well an account matches your ideal customer profile.
Health score — A 0–100 measure of an existing account's engagement and churn risk.
Tracking — First-party capture of page views, clicks, and product events.
Compliance & platform
Consent — A per-channel, per-purpose record of what a person allows, checked before every send.
Suppression — A hard block on an address or number, regardless of consent (bounces, complaints, stop requests).
DSAR — A Data Subject Access Request: a person's right to access, export, or erase their data.
Territory — A partition of your workspace by region or team, used for visibility and routing.
Tenant — A single customer workspace. Pact is multi-tenant, and tenant data is strictly isolated.