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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