CRM glossary

Account

A person or business to which the salesperson tries to sell a product or service. It can also be your partner or anyone who is a part of your business interactions.

Activity

Some kind of action. From tasks to emails, phone calls, to appointments and service activities.

Contact

Somebody who buys the products or services or is somehow involved in a business transaction.

Dashboard

Your homepage and usually the first thing that pops up when you open CRM. It is very easy to customize, so you can have all that matters to you in one place.

Entity

Alpha and omega of your CRM software. We recognize dynamic, business, custom, and system entities.

Customization

Any modification to the CRM system. You can customize entities, attributes, forms or views to change the way CRM was originally made.

Deployment

The way the CRM system is distributed or installed throughout the entire organization.

Lead

Any person or organization that a company might have the potential to do business with. Leads are usually what salespeople are after and can be converted into an account, contact or opportunity – the qualified leads or disqualified.

License

A set of CRM application functionality that an organization buys.

Notes

Information that can be appended to any record.

Opportunity

Can generate revenue or turn sale into an account.

Purchase order

A document issued by a buyer to a seller that indicates types, quantities, and agreed prices for products or services the seller will provide to the buyer.

Sales order

A document that you use internally in your company. It tracks and completes a customer order for products or services.

Roles

Capture user and manager privileges in an organization.

Sharing Access

A tool that may allow a CRM user to see a record, even if the record is not assigned to them.