--- title: Key terms description: *Contact * — The umbrella client record — a household, organization or COI *Household * — A family or individual — primary member, spouse, kids… --- [Skip to content](https://help.omegafp.com/kb_base/key-terms#main-content) English Show submenu for translations ![Omega dark evened](https://help.omegafp.com/hubfs/Omega%20dark%20evened.svg) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.omegafp.com/contact) [Contact us](https://www.omegafp.com/contact) Ask away! - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.omegafp.com/?hsLang=en) 2. [Glossary & Concepts](https://help.omegafp.com/glossary-concepts?hsLang=en) September 15, 2026 # Key terms - ***\*Contact***\* — The umbrella client record — a household, organization or COI - ***\*Household***\* — A family or individual — primary member, spouse, kids - ***\*Organization***\* — A company or other entity — owners, partners, employees - ***\*Center of Influence (COI)***\* — A professional who refers you business — CPA, attorney, alliance partner - ***\*Person / Member***\* — An individual inside a contact, with a role such as Primary or Spouse - ***\*Status***\* — Where a contact stands — Active, Prospect, Paused, Closed, Lost, Past - ***\*Stage***\* — Your firm's own pipeline stage for a contact - ***\*Opportunity***\* — A deal you are tracking through the pipeline - ***\*Task*** *— A single piece of work, or a multi-step task*\* — a sequence of steps - ***\*Step***\* — One stage inside a multi-step task - ***\*Branch***\* — An alternative path through a multi-step task, chosen by outcome - ***\*Template***\* — A saved multi-step task, note layout, email or SMS you reuse - ***\*Automation*** *— A rule inside a multi-step task:* when X, do Y\* - ***\*Routine***\* — A Virtual Assistant instruction that runs on a schedule - ***\*Event type***\* — A bookable meeting definition behind a booking link - ***\*Routing form***\* — A questionnaire that qualifies a prospect before booking - ***\*Capture tier***\* — How much of a meeting is retained — Notes Only, Summary Only, Full Recording - ***\*Retention mode***\* — How long records are kept — None, Standard, Compliance (WORM) - ***\*WORM***\* — Write once, read many — records that cannot be altered or deleted early - ***\*Debrief***\* — The post-meeting checklist that closes out a meeting - ***\*Clip***\* — A recorded screen or camera video you share by link - ***\*Client Portal***\* — The branded area where your clients log in - ***\*Firm Knowledge***\* — Your firm's reference documents that ground AI answers - ***\*Touchpoint***\* — A manually logged interaction with a client - 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