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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