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Definition of CRM entity

Uses

Glossary

Use Cases

Glossary

Meaning of the term CRM entity

CRM entity is a distinct type of CRM records. Most common CRM entities are as follows:

Lead (a potential client)
Contact (individual)
Company (or Account in some CRM systems)
Deal (or Opportunity in some CRM systems)
Quote (or Proposal in some CRM systems)
Quote (or Proposal in some CRM systems)
Order
Case (used mostly in helpdesk and client support)
Campaign (used mostly in marketing automation)

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