iCRM

account

Account

Use accounts to store information about customers or individuals you do business with.

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contacts

Contact

Use contacts to store information about the people you do business with.

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leads

Customer

A customer is an individual or business that purchases another company’s goods or services.  

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opportunity

Opportunities

Opportunities are deals in progress. Opportunity records track details about deals

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servicerequest

Service Request

A Service Request is a customer’s question, feedback, or issue.

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campaign icon

Campaign Process

To complete the setup process for integrating SendGrid with iCRM for sending campaigns.

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