Glossary: P to Z
Terms used in Adapt Leads, p to z.
PECR
The Privacy and Electronic Communications Regulations, covering email and calls. See PECR and UK GDPR in plain words for a B2B seller.
Permission
An extra power only the owner grants: crm.reveal_sealed or crm.privacy_archive.
Person record
A page about one person and the businesses they are tied to.
Personal address
An email tag for a free mailbox such as Gmail.
Plan
What you pay for each month, with an export allowance.
Plan & billing
The page for your plan, exports left and account activity.
Premium rate
A phone label for a number that costs the caller extra.
Proven
A label meaning two independent places agree, or a register says so. See Proven, Claimed, Contested, Unknown and All there is.
Record
A page for one business, with its fields, people and history.
Register
The public list of registered companies and their officers.
Registered office
The address a company gives to the register.
Reply alerts
An email when someone replies to a campaign.
Reveal
Showing a record's contact details and adding it to your revealed records. See What a reveal is.
Revoke
Cancelling a pending invite. The invite stays on record.
Role
Your level in an organisation: owner, admin or member.
Role mailbox
An email tag for an address like info@ or sales@.
Scale
The largest plan, 50,000 exports a month.
Sector
A kind of business, such as accountants or dental practices.
Setup
The first-run steps that get your account ready.
SIC code
A standard number that says what a company does.
Signal
A dated event at a business. See Signals and what makes one worth acting on.
Sole trader
A person trading in their own name. Treated as an individual subscriber under PECR.
Solo
The 39 pound plan with 1,000 exports a month.
Sources disagree
A chip meaning places disagree. Same as Contested.
Starter
The 129 pound plan with 4,000 exports a month.
Strike-off risk
A signal that a company is at risk of being removed from the register.
Stripe
The payment provider. Your card details stay with it.
Suppression list
Addresses and domains you never want to contact. See Opt-outs and the suppression list.
Switchboard
A phone type for a business's main number.
Task
A reminder to do something in the CRM.
Template
A ready-made setup for a kind of business.
TPS and CTPS
Registers of numbers that do not want sales calls. Adapt does not check them for you.
UK book
Adapt's searchable collection of UK businesses and directors. See The UK book in plain words.
Unibox
The shared inbox of replies.
Unknown
A label meaning Adapt holds no evidence and does not guess.
Verification
Checking an email with its mail server.
Verified
An email label: the mail server accepted the address. See Email labels explained: Verified, Catch-all server and the rest.
Will not deliver
An email label: the server refused the address.
Workflow
An automation built in the Workflows designer. The engine that runs them is not connected yet.
Your stack
The page that lists your CRM, extension, desktop app and connector.
Zero results
What Find shows when no business matches your filters.