Sales entities (lead, opportunity, competitor, quote, order, invoice)

  • Artigo

 

Applies To: Dynamics CRM 2013

You use the entities described in this section to manage various phases of a sales process. They include tracking leads, opportunities, competitors, and managing quotes, orders, products, and sales goals.

In This Section

Competitor entity

Lead entity

Opportunity entities

Quote, order, and invoice entities

Model your business data

Marketing entities (campaign, list)