# Glossary

> Plain definitions of the terms used in Enydea, such as relation, marketing relation, Current Account, segment, campaign, sending domain and MCP.

Source: https://enydea.com/en/documentation/glossary · Last updated 2026-10-02

## Terms

- **Action item** — An entry in Action Items: an e-mail to answer, a task, a form submission, a draft mailing, a chat message or a CRM follow-up. See [Action Items](https://enydea.com/en/documentation/action-items.md).
- **AI agent task** — A prompt saved under AI Agents that the AI runs on a schedule (manual only, hourly, daily, weekly or monthly), using CRM, e-mail, calendar and file tools. See [AI assistant and agents](https://enydea.com/en/documentation/ai-assistant-and-agents.md).
- **AI assistant** — The assistant that opens from the **AI** button, labelled BETA, with a chat mode and an agent mode. Most actions need your confirmation before they run. See [AI assistant and agents](https://enydea.com/en/documentation/ai-assistant-and-agents.md).
- **Booking link** — A link that lets customers pick a free time on the days you allow, and the booking lands in your Outlook calendar. See [Scheduling and booking links](https://enydea.com/en/documentation/scheduling-and-booking-links.md).
- **Campaign** — A named set of mailings in **Mailings** -> **Campaigns**: a first mailing plus follow-ups, sent to one or more mailing lists. See [Mailings and campaigns](https://enydea.com/en/documentation/mailings-and-campaigns.md).
- **Catalog** — Your list of articles and services, which you can add to opportunities and use in Leadfinder searches. See [Opportunities and quotes](https://enydea.com/en/documentation/opportunities-and-quotes.md).
- **Chat room** — A conversation that starts when a visitor uses the chat widget on your website, listed under **Chats**. See [Chat widget](https://enydea.com/en/documentation/chat-widget.md).
- **Company admin** — A team member with admin access to company-level settings: the team, **Plan & Usage**, the **Marketing Relation** box and the company shared mailbox. See [Team and roles](https://enydea.com/en/documentation/team-and-roles.md).
- **Connector** — A link between Enydea and another system. **Settings** -> **Integrations** has two kinds: **Connect an AI assistant** and **Connected systems** for an external sales or quoting system. See [Integrations overview](https://enydea.com/en/documentation/integrations-overview.md).
- **Contact person** — A person who belongs to a relation, with name, function, e-mail address, phone numbers and social profiles. See [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md).
- **Contract template** — A reusable contract that you create in **Settings** -> **Contracts** and start from in **Relations** -> **Contracts** with **From Template**. See [Contracts and e-signing](https://enydea.com/en/documentation/contracts-and-e-signing.md).
- **CRM category** — A rule-based segment of relations that fills itself, managed from the **Mailing list** screen with **Manage auto-filter CRM categories**. See [Mailing lists and segments](https://enydea.com/en/documentation/mailing-lists-and-segments.md).
- **Current Account** — The field in the left menu that sets which marketing relation you work in. See [Navigating Enydea](https://enydea.com/en/documentation/navigating-enydea.md).
- **Custom field** — A named list of values that you define in **Settings** -> **Account** and that appears as a drop-down on relations. See [Settings reference](https://enydea.com/en/documentation/settings-reference.md).
- **Data deletion widget** — A form for the visitors of your website to ask for deletion of their personal data. You manage the requests in **Settings** -> **Data Deletion**. See [Privacy and compliance tools](https://enydea.com/en/documentation/privacy-and-compliance-tools.md).
- **Dynamic list** — A mailing list that builds its recipients from a live CRM segment and can refresh before each send. See [Mailing lists and segments](https://enydea.com/en/documentation/mailing-lists-and-segments.md).
- **Follow-up mail** — A mailing added under another mailing in a campaign with **Add Follow-Up Mail**. It can go to everyone, or only to people who opened or clicked the previous mail or visited a link. See [Mailings and campaigns](https://enydea.com/en/documentation/mailings-and-campaigns.md).
- **Form entry** — One submission of a form. Entries are listed under **Forms** and can be added to the CRM. See [Forms](https://enydea.com/en/documentation/forms.md).
- **Hot / Cold** — The **Lead Score Hot/Cold** slider on a relation, from 0 to 100. The Relations list is sorted by it, hottest first, by default. See [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md).
- **Landing page** — A public page with an address that contains `/p/` and a name you choose, built from sections such as hero, text, gallery and a form. See [Landing pages](https://enydea.com/en/documentation/landing-pages.md).
- **Lead score** — A number from 0 to 100 that Leadfinder shows on each company it finds, as in the tooltip `Lead score: n/100`. See [Leadfinder](https://enydea.com/en/documentation/leadfinder.md).
- **Lead source** — A place to look for companies, such as a trade show, a directory or an association. Leadfinder suggests them and crawls them. See [Leadfinder](https://enydea.com/en/documentation/leadfinder.md).
- **Mailbox** — Your e-mail account connected to Enydea (Microsoft Office 365, Google Gmail or IMAP / SMTP), and the screen that shows it. See [Mailbox](https://enydea.com/en/documentation/mailbox.md).
- **Mailing** — One bulk e-mail that you design in the **Template Editor** and schedule in a campaign. See [Mailings and campaigns](https://enydea.com/en/documentation/mailings-and-campaigns.md).
- **Mailing list** — A list of recipients for bulk e-mail that you fill by upload, by hand or from your CRM relations. See [Mailing lists and segments](https://enydea.com/en/documentation/mailing-lists-and-segments.md).
- **Marketing relation** — A relation with **Marketing Relation** ticked. You work in one at a time through **Current Account**, and your subscription limits how many you can have. See [Navigating Enydea](https://enydea.com/en/documentation/navigating-enydea.md).
- **MCP** — Short for Model Context Protocol. Enydea gives your company a connector address that lets AI assistants such as Claude and ChatGPT work with your Enydea data after each person signs in. See [Connect AI assistants with MCP](https://enydea.com/en/documentation/connect-ai-assistants-mcp.md).
- **Opportunity** — A potential deal on a relation, with value, currency, line items, status and follow-up date. See [Opportunities and quotes](https://enydea.com/en/documentation/opportunities-and-quotes.md).
- **Primary user** — The team member marked with a star who holds the owner role of the company account. See [Team and roles](https://enydea.com/en/documentation/team-and-roles.md).
- **Quote** — A PDF offer made from an opportunity with **Print as Quote**. See [Opportunities and quotes](https://enydea.com/en/documentation/opportunities-and-quotes.md).
- **Relation** — A record in your CRM for a company or a person, holding contact persons, calls and messages, opportunities, files and contracts. See [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md).
- **Scene** — An animated layout that you build in **Visualization** -> **Scene Creator**. You can convert it to a video or GIF, or share it with a link. See [Image and video studio](https://enydea.com/en/documentation/image-and-video-studio.md).
- **Seat** — A place for one user in your subscription. **Settings** shows how many seats are in use. See [Team and roles](https://enydea.com/en/documentation/team-and-roles.md).
- **Segment** — A set of rules, such as country, tag or e-mail opened, that selects relations or contacts. CRM categories, dynamic lists and retargeting audiences use the same rules. See [Mailing lists and segments](https://enydea.com/en/documentation/mailing-lists-and-segments.md).
- **Sending domain** — A domain that you register and verify in **Settings** -> **Email Integration** so that bulk e-mail can be sent from your own addresses. See [Tutorial: set up a bulk e-mail domain](https://enydea.com/en/documentation/tutorial-set-up-bulk-email-domain.md).
- **Setup Wizard** — The 13-step window that collects your company, target-customer, branding, mailbox, budget, tracking and team details. See [Setup Wizard](https://enydea.com/en/documentation/setup-wizard.md).
- **Shared mailbox** — One Office 365 mailbox that a company admin connects and every team member can send from. See [Team and roles](https://enydea.com/en/documentation/team-and-roles.md).
- **Tag** — A label you add to a relation. Tags drive filters and mailing lists. See [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md).
- **Tracking code** — The JavaScript snippet in **Settings** -> **Website Tracking** that you paste into your website to record visitor activity. See [Website tracking and consent](https://enydea.com/en/documentation/website-tracking-and-consent.md).