En  Ar

What is an ‘entity’?

Icon admin
< 1 min read

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