A system entity. Its records represent a person, company or group of people you
do business activities with. Account aggregates details of all the customer identities
assigned to it, providing for a 360-degree view of the customer activity.
A characteristic of an entity. For example, a zip-code and and a street name are attributes of an address.
A system entity. Its records represent commercial activity with
people or businesses that have authority, budget and interest to purchase goods and/or services from you, such
that probability of the actual sales is not yet high or impossible to define.
Lifetime Sales Value
Total amount of money received from the Customer and registered in OroCRM.
An organization, from which a user can (subject to the permissions and access settings)
see and process details of records in each and any organization within the OroCRM instance.
A non-hierarchical keyword assigned to a record. Can be used for filtering.
User records represent a person, group of people or third-party system using OroCRM.
User’s credentials (login and password) identify a unique user and define what part of the system, which
functionalities and actions will available for them in the system.