What is a CRM entity?
CRM entity is a distinct type of a CRM record. Most common CRM entities are as follows:
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- 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)
- Order
- Case (used mostly in helpdesk and client support)
- Campaign (used mostly in marketing automation)
How to work with CRM entities?
Naturally, working with CRM entities requires a proper CRM system that supports and features all these entities - like Bitrix24.
CRM entities in Bitrix24
If you are looking for a simple and powerful tool to help you work with CRM, consider Bitrix24 CRM. With over 35 sales and marketing tools on board, Bitrix24 is a perfect CRM system for any business.
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