What is a CRM entity?

Uses

Glossary

A CRM entity is a type of record or data object that represents key business components – such as contacts, accounts, leads, deals, or activities. Each entity contains specific fields and relationships that help organize information within the CRM.

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How to work with CRM entities?

Users interact with CRM entities by creating, editing, and linking them to reflect real-world connections. For example, a sales rep might link a contact (person) to an account (company) and a deal (opportunity). Understanding entities helps maintain a clean, interconnected CRM database, which is crucial for accurate reporting and smooth workflow automation.

CRM entities in Bitrix24

If you are looking for a simple and powerful tool to help you work with CRM entities (leads, deals, contacts, etc.), consider Bitrix24 CRM. With over 35 sales and marketing tools on board, Bitrix24 is a perfect CRM system for any business.

What is a CRM entity?

How to work with CRM entities?

CRM entities in Bitrix24

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