Words

The words on screen, and what they mean.

On screen	Meaning
Lead flow	One kind of lead (say, tile roof quotes): where those leads come from and where they go. Always written in full, never "flow" alone.
Lead source	A way leads come in: a form, a phone line, a WhatsApp chat, a Meta lead form, another tool, or added by hand.
Send to	A place a lead flow sends its leads: Meta, TikTok, your CRM, Telegram, a text message, a call back.
When ...	When a place gets a lead: when a form is sent, when a call is rated Hot, when a lead is Won, and so on.
Needs review	Something arrived but could not be added as a lead. Nothing is thrown away; fix the reason, then try again.
Lead	One person in one lead flow, with everything that happened to them.
Sent	Every time a lead was sent somewhere, and whether it arrived. It shows on the lead's own page.
Another tool	Any other software that sends or receives leads by web address (Zapier, a CRM).
Platform	The ad platform a lead came from: Meta, TikTok, Snapchat, or Unknown.
Captured on	Where the lead's details were taken: Snapchat form, Landing page, Other tool, Voice, WhatsApp, By hand.
Lead ID	The platform's own id for a lead on its own form.
Key saved	The key or token you entered is stored safely and is never shown again.

Words ScalingDeck does not use, because they mean something else to marketers: funnel, campaign (for anything but an ad campaign), pipeline, destination, journey.