CRM overview

CRM is where you manage commercial relationships: Customers, Contacts, Sites, leads, and communication history.

Common tasks

• Create and manage customers
• Contacts and sites
• Leads and the customer portal

Key terms

Term	Meaning
Customer	Organization or person you sell to or serve
Contact	A person at a Customer
Site	A physical location where you perform work
Prospect / Lead	Someone not yet converted to a Customer