SectionObjectDescription
Core CRM ObjectsContactsIndividual people you’re engaging with
CompaniesOrganizations you’re working with
DealsSales opportunities
LeadsPotential sales prospects
Custom ObjectsTailored objects specific to the customer’s needs
TicketsSupport and customer service requests
Sales & Revenue ObjectsDealsSales opportunities
Deal SplitsSplits of deals between multiple people
Line ItemsProducts or services associated with deals
CartsShopping carts for e-commerce scenarios
OrdersCompleted purchases
PaymentsMonetary transactions
QuotesFormal offers for services or products
ProductsItems or services you sell
DiscountsPrice reductions applied to deals or orders
FeesAdditional costs added to sales
InvoicesBilling records for customers
SubscriptionsRecurring payment agreements
TaxesApplicable taxes on orders or payments
Engagement & Communication ObjectsCallsPhone communications
EmailsEmail communications
MeetingsScheduled meetings with customers
NotesInternal notes related to any objects
TasksTo-do items related to CRM actions
CommunicationsGeneral interactions with customers
Postal MailPhysical mail correspondence
Marketing & ListsContact ListsSegmented lists of contacts for marketing purposes
GoalsTargets and KPIs for sales/marketing teams
Operational & Reporting ObjectsPaymentsTransaction records for customer purchases
QuotesDocuments offering potential deals
InvoicesRecords for payment requests
SubscriptionsOngoing services customers are billed for