CRM entities
The CRM entities section of the sidebar: People, Companies, Opportunities, Tasks, Analytics and any custom entity your workspace adds.
Updated October 25, 2026 · 2 min read
The CRM entities section lists the entities your CRM is built on. Each opens its own table.
- People: the contacts you have a real relationship with
- Companies: the organisations they work for
- Opportunities: the deals you are working on
- Tasks: your to-dos, linked to the people, companies or deals they are about
- Analytics: charts and dashboards built on your CRM data
What the CRM entities sidebar section lists. People are contacts you have a real relationship with, Companies are the organisations they work for, Opportunities are your deals, and Tasks are to-dos linked to people, companies or deals. Analytics holds charts and dashboards on CRM data. Any entity your workspace creates, such as Support Tickets, appears here too, and every table can be filtered, sorted and saved as a view.
Transcript
Alex opens CRM entities, the section that lists the entities his CRM is built on, and each one opens its own table. People are the contacts he has a real relationship with, Companies are the organisations they work for, Opportunities are the deals he's working on, and Tasks are his to-dos, linked to the people, companies or deals they're about. Analytics holds charts and dashboards built on his CRM data. Any entity the workspace creates, like Support Tickets, appears here too, and every table can be filtered, sorted and saved as a view.
Custom entities
Any entity your workspace creates, such as Support Tickets, appears in this section too. See Managing entities.
Sidebar · CRM entitiesWorking the tables
Each entity opens as a table you can filter, sort and save as a view. See Managing records in table view and Managing views.
Common questions
What happens when I click People, Companies or Opportunities?
Each one opens its own table, which you can filter, sort and save as a view. See Working the tables.
Why is a company missing from the Companies page?
A company stays off the Companies page while all of its people are leads. Promote one of them and the company appears. See Understanding the Vetta data model.
Can I add my own entity to this section?
Yes. Custom entities such as Support Tickets appear here too, and you create them from Settings → Data → Entity. See Custom entities and Managing entities.
What is Analytics?
Charts and dashboards built on your CRM data. See Analytics and dashboards.
Key outcome
Every record you keep lives under CRM entities, one table per entity.
Still stuck?
We reply the same business day, 9:00 to 17:00 CET, Monday to Friday.