- Import
- Export
| Section | Object | Description |
|---|---|---|
| Core CRM Objects | Contacts | Individual people you’re engaging with |
| Companies | Organizations you’re working with | |
| Deals | Sales opportunities | |
| Leads | Potential sales prospects | |
| Custom Objects | Tailored objects specific to the customer’s needs | |
| Tickets | Support and customer service requests | |
| Sales & Revenue Objects | Deals | Sales opportunities |
| Deal Splits | Splits of deals between multiple people | |
| Line Items | Products or services associated with deals | |
| Carts | Shopping carts for e-commerce scenarios | |
| Orders | Completed purchases | |
| Payments | Monetary transactions | |
| Quotes | Formal offers for services or products | |
| Products | Items or services you sell | |
| Discounts | Price reductions applied to deals or orders | |
| Fees | Additional costs added to sales | |
| Invoices | Billing records for customers | |
| Subscriptions | Recurring payment agreements | |
| Taxes | Applicable taxes on orders or payments | |
| Engagement & Communication Objects | Calls | Phone communications |
| Emails | Email communications | |
| Meetings | Scheduled meetings with customers | |
| Notes | Internal notes related to any objects | |
| Tasks | To-do items related to CRM actions | |
| Communications | General interactions with customers | |
| Postal Mail | Physical mail correspondence | |
| Marketing & Lists | Contact Lists | Segmented lists of contacts for marketing purposes |
| Goals | Targets and KPIs for sales/marketing teams | |
| Operational & Reporting Objects | Payments | Transaction records for customer purchases |
| Quotes | Documents offering potential deals | |
| Invoices | Records for payment requests | |
| Subscriptions | Ongoing services customers are billed for |