Key terms in JtekNew
The ten words you will see everywhere, in plain English.
1People and deals#
- Contact: a person, like a buyer or past client.
- Opportunity: a deal with a contact, shown as a card on your pipeline.
- Pipeline: the stages a deal moves through, like New Lead to Closed.
2Organizing#
- Tag: a label you put on contacts, like buyer or sphere.
- Smart list: a saved filter, like everyone tagged buyer.
- Custom field: an extra detail you track, like price range.
3Automation#
- Workflow: an automation that runs on its own.
- Trigger: what starts a workflow, like a new lead.
- Action: what the workflow does, like send a text.
- Snippet: a saved reply you can drop into any message.
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Checked against the Jtek app in October 2026.