CRM glossary

Plain definitions for sales pipeline, inbox, forecast, and workflow terms used in Questlane.

Sales pipeline conversion rate

Sales pipeline conversion rate is the percentage of deals that move from one pipeline stage to the next or from first stage to won.

Weighted pipeline forecast is expected revenue calculated by multiplying each open deal's value by the win probability of its current stage.

Deal velocity measures how quickly opportunities move through the sales pipeline, usually combining deal count, value, win rate, and cycle length.

A shared inbox CRM lets a team read, assign, reply to, and track customer emails from inside the CRM workspace.

Lead routing is the process of assigning new leads or opportunities to the right owner, team, or workflow based on rules.

A CRM data-source connector links an existing database, collection, or API to the CRM so records can sync without manual imports.

Per-workspace CRM pricing charges one subscription for the workspace instead of charging separately for every user seat.

Stage-to-stage conversion is the percentage of deals that move from one specific pipeline stage into the next stage.