CRM objects provide quick and convenient work with the CRM application. These objects are generally used when creating or editing contractors, contacts, leads and so on.
The most frequently used CRM objects are described below.
Lead Source
This object (fig. 1) is designed for storing the list of lead sources, used for classifying customers. This object's instances are used when creating a lead. The sources reflect the type of the first contact with the customer. A source is similar to a marketing event.
Fig. 1. "Lead Source" object
Type of Business Organization
This object (fig. 2) contains the list of possible legal forms of the contractor companies. Instances of this object are used when working with a company and a lead.
Fig. 2. "Type of Business Organization" object
Industry
This object (fig. 3) displays the list of possible contractor industries. Instances of this object are used when working with contractors, leads and in the advanced search of the sales funnel.
Fig. 3. "Industry" object
Regional Group
This object (fig. 4) contains the list of country regions of the contractors. Instances of this object are used when working with contractors, leads and in the advanced search of the sales funnel.
Fig. 4. "Regional Group" object
Country
This object (fig. 5) contains the list of countries of contractors. Instances of this object are used when working with contractors, contacts and leads.
Fig. 5. "Country" object
Lead Type
This object (fig. 6) contains the list of lead types. Instances of this object are used when working with leads.
Fig. 6. "Lead Type" object
Customer Type
This object (fig. 7) contains the list of contractor types. Instances of this object are used when working with contractors.
Fig. 7. "Customer Type" object
Contact Type
This object (fig. 8) displays the list of contact types. Instances of this object are used when working with contacts.
