CRM Glossary
What is Account?
A company or organization record in your CRM that represents a current or potential customer. Accounts group related contacts, deals, and activities under one business entity.
Related terms
- Activity
- Any tracked interaction with a contact or account such as a phone call, email, meeting, or note. Activities create a timeline of engagement that helps reps pick up where they...
- Automation
- Rules or workflows that perform actions automatically when certain conditions are met. Examples include sending a follow-up email when a deal enters a new stage or assigning a...
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