The contact profile uses a small set of terms with fixed meanings, and this glossary defines each one in the way Recruiterflow uses it.
Use this when a term in another article is unfamiliar, or when you write internal training and want the wording to match.
Term | Meaning |
Contact | A person of interest at a company your firm works with, usually a hiring manager, HR lead, or other stakeholder tied to a deal or job. |
Contact profile | The page for a single contact. It shows their details, companies, deals, jobs, and activity history. |
Top-left card | The fixed card at the top left of the profile. It shows the contact's photo, name, title, primary company, owner, and action icons. |
Card | A block of information on the profile, such as Deals or Notes. Cards sit in the left, middle, or right column. |
Overview tab | The middle column tab that shows the cards placed in that column. |
Activities tab | The middle column tab that shows the contact's full activity history, with filters. |
Layout Editor | The screen where you add, move, and remove cards, then publish the layout. |
Standard view | The layout every user sees unless a view of their own applies. Admins edit it. |
Personal view | A layout a recruiter builds for themselves. It never changes what others see. |
Card Settings Panel | The panel in the Layout Editor where a card's settings live, such as the deal properties you show. |
Required cards | Contact Info, Jobs, Deals, and Company details. Each must sit in at least one column to publish. |
Primary company | The company the contact is mainly associated with. It sets the title and company in the top-left card. |
Secondary company | Any other company linked to the contact. |
Reports to | The contact's manager at one specific company. |
Org chart | The map of who reports to whom inside a company. |
Board block | The section of a company's org chart that holds board members, separate from the reporting hierarchy. |
Board Member | The job title a contact gets at a company when you add them to its Board block. |
Stage pill | The clickable label on a deal entry that shows the current stage and lets you change it. |
Remove association | Unlinks a deal from a contact. The deal itself stays in the system. |
System property | A built-in property, such as Contact Status, that you choose to show on the profile. |