CRM

1. quote

1.1. A Quote is a records information for a sales quotation, i.e. price, quantities, and other terms, for a potential sale to prospects.

2. Contact

2.1. A Contact is the contact information for a given customer or prospective customer.

3. Lead

3.1. A lead is a prospective customer. In a CRM system, prospective customers are first entered into the system as leads.

4. Order

4.1. purchase

4.1.1. A purchase order (PO) is a commercial document issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services the seller will provide to the buyer.

4.2. sales

4.2.1. A Sales Order is a document used internally by businesses to track and complete a customer order.

5. Oportunity

5.1. Opportunity represents prospect with plentiful chances of generating revenues. When you determine a lead could generate a potential sale, the Lead will be converted to a Potential.

6. Sales

6.1. forecast

6.1.1. Forecast is the prediction of the future sales

7. Campaign

7.1. A Campaign (or Marketing Campaign) is a marketing effort to increase sales through a set of marketing activities.

8. Product

8.1. A Product is a business offering from a business to it's customers. A CRM system allows a business to record it's Products and related information so that sales staff and other CRM users can use product information fully and correctly in their business activities.

9. Contac

9.1. A Contact is the contact information for a given customer or prospective customer.