Glossary
Key terms used throughout the LeadHub documentation.
Core Conceptsโ
Tenant An isolated workspace for one customer/company. Each tenant has their own leads, pipelines, users, and settings. The super admin creates and manages tenants.
Super Admin
The platform owner. Has access to the super admin panel (/super-admin) and manages all tenants, plans, and system settings. Created during installation.
Tenant Admin
The primary user of a tenant workspace. Has full access to the tenant admin panel (/admin).
Plan A subscription tier defined by the super admin. Plans control feature limits (max leads, max users, etc.) and pricing.
Leadsโ
Lead A contact record representing a potential customer. A lead has a name, email, phone, source, status, pipeline stage, score, tags, and optionally a company association.
Lead Status
The lifecycle stage of a lead: New, Contacted, Qualified, Converted, or Lost.
Lead Score A numeric value automatically calculated from scoring rules (or set manually). Higher scores indicate hotter leads.
Lead Source Where the lead originated (e.g. Web Form, Facebook Lead Ad, Manual Entry, API, etc.).
Tag A free-form label attached to a lead. Used for filtering, segmentation, and automation triggers.
Custom Field An extra data field you define for your workspace (text, number, date, dropdown, etc.) that appears on lead records.
Pipelineโ
Pipeline A named sales process with ordered stages. A lead can be in one pipeline at a time.
Stage A step in a pipeline (e.g. "Proposal Sent"). Each stage has a name, color, and optionally a win or loss flag.
Win Stage A pipeline stage that marks a lead as successfully converted.
Loss Stage A pipeline stage that marks a lead as not converted.
Kanban Board A visual drag-and-drop board showing all leads as cards across pipeline stages.
Automationsโ
Automation A rule that fires automatically when a trigger event occurs and executes a series of steps.
Trigger The event that starts an automation (e.g. "New Lead Received", "Tag Added", "Stage Changed").
Condition A filter step โ the automation continues only if the condition is true (e.g. "Source is Facebook").
Action A task performed by the automation (e.g. "Send Email", "Assign Lead", "Add Tag").
Delay A wait step in an automation (e.g. "Wait 2 hours" before sending a follow-up email).
Email Sequence An ordered series of automated emails dripped out over time to a lead.
Formsโ
Form A no-code embeddable lead capture form. Submissions automatically create lead records.
Field Key
Maps a form field to a lead property (e.g. first_name, email, phone).
Capture Widget A floating or inline JavaScript widget you embed on any website to show a form popup.
Tracking Snippet A small JavaScript tag for your website that tracks page views alongside lead submissions.
Salesโ
Product An item or service with a name, price, and description. Used in quotes and invoices.
Quote A price proposal sent to a lead, listing products and totals.
Invoice A billing document generated from a quote or created manually.
Integrationsโ
Lead Source Connection A configured integration that automatically pulls leads from an external platform.
Outbound Webhook A URL endpoint on an external system that LeadHub POSTs data to when lead events occur.
API Key A Bearer token that grants access to the LeadHub REST API.
Systemโ
Queue
A background job system that processes emails, automations, and reports asynchronously. Runs via cron.php.
Business Hours Configured time windows during which automations with "Respect Business Hours" enabled will fire.
Audit Log A chronological record of all actions taken within a tenant workspace.