It’s easy to understand CRM terminology when you work with it every day, but many clients are new to CRM systems and have got used to calling their data whatever names they want to call it.
We’ve created a CRM Glossary to help you understand all the features (and jargon) associated with your new CRM system, and how they relate to your business processes. Here are a few choice terms to get you started:
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Did we leave anything out? Post any requests here, and they will be added to the glossary!