Definition of CRM entity

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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