Chirply resources · Reviewed
Understand pipelines, lead routing, call attribution, APIs and marketing metrics. Each definition includes an example and a practical next step.
A CRM pipeline is a sequence of stages that represents how sales opportunities move toward a decision. Each deal records an opportunity, its current stage, its value and the person responsible for the next step.
Read definition and example →Lead routing assigns a new inquiry to the person or team responsible for handling it. A routing rule can use the information collected with the inquiry, such as requested service, location or account ownership, to choose the next destination.
Read definition and example →Lead response time is the elapsed time between an inquiry arriving and a defined first response. A useful report states whether the response is automated or human and whether the clock measures elapsed time or staffed business hours.
Read definition and example →Conversion rate is the share of an eligible group that completes a defined action. Divide the number of conversions by the eligible population and multiply by 100. The action, denominator and observation window determine what the rate means.
Read definition and example →UTM parameters are named values added to a link to describe a marketing campaign. Source identifies the referring publisher, medium identifies the channel and campaign identifies the promotion. Analytics systems can use those labels when recording a visit.
Read definition and example →Dynamic number insertion, often shortened to DNI, replaces a phone number shown on a website with a tracking number associated with a visitor's session. A subsequent call can then be connected to the campaign context recorded for that session.
Read definition and example →Caller ID reputation describes signals associated with a calling number that carriers and call-identification services may use when presenting an incoming call. The recipient's carrier or device can apply a label based on its own information and rules.
Read definition and example →Marketing attribution connects a recorded outcome with the marketing interactions credited for contributing to it. A useful attribution report states the outcome, the observed touchpoints, the attribution rule and the time window used to connect them.
Read definition and example →A CRM webhook is an HTTP request sent when a configured event occurs. It delivers event information to a receiving endpoint so another system can react, such as updating an external record after a contact or deal changes.
Read definition and example →A CRM API is a documented interface that lets software read or perform supported CRM operations. Each operation has an input contract, authentication requirements, permissions and a defined result, such as retrieving a contact or creating a task.
Read definition and example →A client account is an account created under an agency for a client's business. It provides a distinct business context for contacts, conversations, settings and work, with access governed by the product's roles and agency-access controls.
Read definition and example →Appointment show rate measures the share of a defined booking cohort that attended. A report must explain how canceled and rescheduled slots affect its denominator. Gross and adjusted rates answer different questions about the same appointment outcomes.
Read definition and example →Chirply publishes these explanations and planning tools to help teams define, test and measure their workflows. AI-assisted drafts are checked against the cited product references and documented formulas. Examples are illustrative. Read the review method, explore product capabilities or check current plans.
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