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The CRM entities section
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.
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