Overview
This article shares the most common abbreviations and related terms used in the Playbooks knowledge base. These terms and abbreviations are used frequently in the product and will be used by external teams. Please review the below lists to avoid any misunderstandings.
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Information
| Term | Definition |
| Access User | Account that is created in CRM (Salesforce or MS Dynamics) to integrate and sync data between Playbooks and the customer's CRM. Also known as the Integration User or the Service User. |
| Blackout Days |
Another term for holidays; when companies do not work and agents are not supposed to make calls and send emails to prospects. |
| Caller ID |
Number that is being displayed for prospects when agents make an outbound calls. |
| Contact |
A record type, an individual whose contact information is in your database and has been qualified. Typically, they will be a part of a business or organization you are attempting to sell to, but they could also be a referral partner or even someone you know personally. |
| Lead |
A record type, a new individual or business entity that has entered your database. A raw prospect that you haven’t sold to in the past. Your representatives must qualify and vet them before they can move further. |
| Local Presence |
When Local Presence option is selected as a Caller ID for agents, it takes prospect’s area code and selects a number to present to their caller ID that matches the geographical location of your prospect. |
| Neural Score |
Neural Score sorts prospects by how likely they are to result in a converted or closed deal. This is the default sort option Playbooks will use to sort records, putting those most likely to close at the top of today’s tasks. Neural Score models consider things like title, lead source, known Buyer Intelligence data gathered from other contact attempts, and other demographic, and firmographic data. |
| Opportunity | It is a records type that can be enrolled into a Play; usually, it means a deal that is in progress. |
| Play | A Play is a sequence of contact attempts that help representatives progress through a sales motion in a systematic way. Each Play is made up of Play Steps (e.g., calls or emails), also known as Tasks, that direct reps toward the Play’s goal. |
| Record | Customers can import different record types for their prospects into Playbooks: Leads, Contacts, Accounts and Opportunities. Records contain information about the prospect (e.g., name, position, company, phone, email) and all completed calls and emails are then linked to the record. |
| SIC Code | Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment. |
| SIP Proxy | A SIP Proxy, also called a SIP Server, or even a SIP Proxy Server, facilitates communications between two SIP addresses. In practical terms, any SIP device can talk to another SIP device. But in order to that, they use a go-between, called a SIP proxy, to begin the communication, which then drops out, allowing point-to-point communication. |
| TCP/IP Standard | The Internet protocol suite, commonly known as TCP/IP, is the set of communications protocols used in the Internet and similar computer networks. The current foundational protocols in the suite are the Transmission Control Protocol (TCP) and the Internet Protocol (IP). |
Acronyms
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