en

America

United States (English)

América Latina (Español)

Brasil (Português)

Europe

Europe (English)

Deutschland (Deutsch)

France (Français)

Polska (Polski)

Italia (Italiano)

Asia

India (English)

India (हिन्दी)

Türkiye (Türkçe)

中国 (简体中文)

台灣 (繁體中文)

Indonesia (Bahasa Indonesia)

Malaysia (Bahasa Melayu)

ประเทศไทย (ภาษาไทย)

Việt Nam (Tiếng Việt)

日本 (日本語)

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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