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What is an ‘entity’?

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< 1 min read
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In the Saphyte CRM, an entity is considered a person or organization. There are different entities that can be found in the CRM:

 
Users users are your team members
Vendors your company’s other branches
Leads is a potential sales contact that is unqualified and uncategorized
Prospects a lead that resembles your ideal customer profile and is a potential customer
Customers a customer is an individual who has purchased or availed your products or services
Companies name of the companies you have contacted or dealt with