Reference
Glossary
Definitions for SAM features and real estate workflow concepts used on this site.
A
- Activity type
- Classification on calendar items in SAM (To Do, Call, Appointment, Automation, etc.) used for filtering and reporting.
- Assessment
- A multi-step landing page quiz in SAM with scoring and qualification — useful for value-first lead capture before nurture.
C
- C.O.R.E.
- Conversion, Operations, Retention, Experience — Workflow Secrets' framework for organizing client lifecycle systems. SAM features and routine groups map to each pillar.
- Call list
- A queue of contacts to call with prep briefs, notes, disposition, and Routine integration — plus inbound Voice Forward voicemails and a Call timeline that keeps callbacks and texts together until the item is completed.
- Checklist
- Repeatable step list attached to listings, transactions, or projects — from a shared library, often triggered by Routines.
- Co-Pilot
- Workflow Secrets' 8-week done-with-you coaching program to integrate SAM into daily operations. Limited cohorts; separate from SAM subscription.
- Command center
- SAM's configurable dashboard with widgets for calendar stats, inbox, outbox, pipelines, C.O.R.E. metrics, commissions, and more.
G
- Generations
- SAM's AI content library for created emails, social posts, and similar assets — powered by your connected AI providers.
I
- Inbox
- Unified messaging hub in SAM for email (Google/Outlook), SMS (Twilio), and WhatsApp threads linked to contacts, with assignment, snooze, and @mentions.
K
- Key date
- A milestone field on a SAM record (e.g. listing live date, closing date, consultation date) that anchors Routine scheduling. When the date changes, linked Routine activities can reschedule.
- Knowledge Library
- Documents you upload in AI Assistant settings so SAM Chat can answer with your practice-specific playbooks.
L
- Landing page
- A SAM-built capture page with forms, surveys, assessments, media widgets, and styling — submissions feed contacts and can trigger Routines after automatic or manual approval.
- Lead routing
- Team feature that distributes incoming leads by round robin, pools, or rules with assignment accountability.
- Listing
- A property offered for sale in SAM's RE hub — with marketing, showings, offers, and listing-lifecycle Routines.
M
- Merge field
- Placeholder in a template that pulls contact or deal data at send time (e.g. first name, property address).
O
- Outbox
- Queue for scheduled, bulk, and approval-gated messages (email, SMS, WhatsApp) before they send to clients.
P
- Page approval
- Admin review step for landing page submissions before they commit to the CRM database.
- Pipeline
- Kanban view of contacts by stage — visual tracking of leads and clients through your defined process.
R
- Routine
- A date-triggered workflow in SAM. Routines attach to contacts, properties, listings, or transactions and run activities and actions (email, SMS, call list, checklist, tags, etc.) based on key dates.
S
- SAM Chat
- The in-app conversational assistant for logged-in SAM users — how-to help, daily briefing, record lookup, and prepared SMS/email actions. Distinct from the SAMChat website widget.
- SAMChat website widget
- An embeddable chat script for your public marketing site to capture visitors. Separate product from in-app SAM Chat.
- Speed to lead
- How quickly you acknowledge and follow up on a new inquiry. SAM supports this via inbox, SMS auto-reply, Routines, and lead routing.
- Sphere of influence
- Your network of past clients, friends, and contacts who may refer or repeat business — often nurtured with newsletters, call lists, and anniversary Routines.
- Survey
- A landing page vote widget where visitors pick one photo + description option — with optional thank-you results and CRM dashboard tallies.
T
- Transaction coordinator (TC)
- Role focused on contract-to-close milestones — SAM transactions, checklists, and calendar-linked Routines support TC workflows.
V
- Voice Forward
- Inbound call routing on a Twilio number in SAM: weekly schedule for who rings, fallback if nobody answers, temporary overrides, holiday messages, optional voicemail to Call List, or a missed-call text. Configure under Setup → Integrations → Twilio → Voice forward.
- Voicemail (Call List)
- When Voice Forward takes a voicemail, SAM creates a Call List item with transcript and a suggested SMS you review before sending. Callbacks and texts stay on that item’s Call timeline until you mark it complete.
W
- WhatsApp (SAM)
- Twilio WhatsApp messaging in SAM: Inbox threads, Outbox and Routine sends, session window for free-form replies, and approved Content Templates for cold or outside-window outreach. Connect under Setup → Integrations → WhatsApp after Twilio.