What it is
A short list of the words you see on QualiFlow's screens about contacts, sales, journeys, visits, service, My Work and workspace setup, with what each one means. Names in bold are exactly as they appear on screen. For Aria, conversations and support, see "Glossary: Aria, conversations and support".
How to use it
- Find the word in the tables below. They are grouped by topic.
- If a word isn't listed, ask Nora "What does … mean?" and name the screen you saw it on.
- To read more about a feature, ask Nora or search the Help Center for its name.
What the data means
What the data means| Contacts | Meaning |
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| Contact | A customer or prospect: details, channels, permissions, notes, lead score and history |
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| Permission (consent) | A recorded right to contact someone on one channel, for Marketing, Service or Follow-up |
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| Opt-out | A request to stop contact, such as STOP or unsubscribe. A marketing unsubscribe never stops service messages |
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| Contact restricted | An opt-out or do-not-contact restriction is recorded |
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| Unverified | QualiFlow never verifies an email or phone; a detail isn't proof of identity or permission |
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What the data means| Contact records | Meaning |
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| Trash | Contacts removed from active views. Everything is kept and they can be restored |
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| Erase | An Owner permanently removes a contact's personal details; consent and audit evidence stay |
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| Legal hold | Blocks erasing a contact until it is released |
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| Lead score | 0–100 from recorded facts. Defaults: Hot from 70, Warm from 45, Cool from 20 |
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| Smart list | A contact list that updates itself from saved rules |
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What the data means| Sales | Meaning |
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| Opportunity | One purchase in the pipeline: New, Engaged, Working deal, Nurture, Won or Lost |
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| Proposal | A quote or finance or lease illustration an Owner approves before it is shared. It is not a sale |
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| Agreed sale | A sale with recorded agreement evidence. Recording one marks the opportunity Won |
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| Record delivery | Records the handover of an agreed sale and creates the ownership record |
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| Entered in error | An Owner's correction that undoes a cancellation, reversal or delivery recorded by mistake |
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What the data means| Journeys | Meaning |
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| Journey | An automatic follow-up that watches for one event and sends a short series of steps |
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| Running | The journey is working. Journeys are managed by QualiFlow and can't be edited or switched off |
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| Drafts for staff | Each step becomes a My Work task with a suggested message for a person to send |
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| Contact limit | The most automatic messages a customer may get in a period, across journeys and campaigns |
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| Stock watch | A back-in-stock follow-up the customer agreed to. Aria sends one message when a match arrives |
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What the data means| Visits and service | Meaning |
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| Booking resources | The places (showroom or service bay), people on staff and vehicles that appointments use, each with hours |
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| Action review | Aria's bookings, moves and cancellations waiting for approval on the Visits calendar |
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| No-show | Recorded only for a booked appointment, after it ended. Unknown attendance is never a no-show |
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| Service request | A service visit record: Awaiting confirmation, Confirmed, Completed or Cancelled |
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| Source | Where facts came from: Staff-recorded, Customer-reported, Estimated or Verified |
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What the data means| My Work | Meaning |
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| Task | Work for a person. Saving or completing a task never sends a message |
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| Superseded | A task QualiFlow closed because it is no longer needed. Nothing to do |
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| Commitments | What customers asked for, such as "call me Friday", with their own words and timing |
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| Needs attention | Everything that needs a person, most important first |
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What the data means| Workspace and setup | Meaning |
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| Location | A dealership site. Inbox, appointments, calls and journeys are per location |
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| Owner / Staff | Owners can do everything. Staff see only what an Owner chose for them |
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| Starting point | An access preset for Staff: Manager, Sales, BDC, Read-only or Custom |
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| Go-live checklist | The Owner page showing what is ready before Aria works with real customers |
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| Pause all sending | One Owner switch that stops every outgoing message and call. Incoming messages still arrive |
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Possible issues and fixes
A word on my screen isn't in the glossary
Symptom: You see a label or status that isn't explained here.
Why: This list covers the most common words. Some screens use words that belong to one feature only.
Fix: Ask Nora "What does … mean?" and say which screen you saw it on. She links you to the screen and its help.
How to check: Nora's answer names the word and the screen, with an Open … button where you have access.
