What is an ‘entity’?

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< 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:

UsersEntities that have access to your workspace
VendorsIt can be your Affiliates, Partners, Suppliers, etc.
ContactsAny contact person
Leads A potential sales contact that is unqualified, uncontacted, and uncategorized
Prospects A lead that resembles your ideal customer profile or a lead that has been contacted
CustomersAn individual who has purchased or availed your products or services
CompaniesB2B Accounts