Lead
Lead (CRLD): one sales deal, from first contact to won or lost - its pipeline stage, owner, customer, the vendor and principal lines that carry its revenue, and its stage history.
Pipeline
Pipeline (CRPI): the stages a lead goes through, which one is Won and which is Lost, each stage's probability, and the rules for moving a lead from one stage to another.
CRM Setting
Customer Relationship Management Setting (CRSE): one record per company with the defaults, mandatory, read-only and hidden fields of the CRM screens.
Request Change Lead Stage
Request Change Lead Stage (CRRS): the request a lead's Change Lead Stage button raises when the pipeline says the move needs approval; on approval the lead moves.
Request Change Lead Close Date
Request Change Lead Close Date (CRRD): the request a lead's Change Close Date button raises; when it is saved, or approved where an approval is set up, the lead's Close Date changes.
Opportunity
Opportunity (CROP): a customer requirement recorded with its dates, probability, prognosis and rating, its requirement lines, contact and address.
Probability
Probability (CRPB): the likelihood scale an opportunity is rated on, each with its percentage.
Prognosis
Prognosis (CRPG): named bands with a From and To value that an opportunity's prognosis is picked from.
Contact
Contact (CRCN): a person the sales team deals with - name, title, phone numbers, email and mailing address.
Campaign
Campaign (CRCP): a marketing campaign with its period, business area, channel, status, responsible person, budget and planned revenue.
Case
Case (CRCS): a customer issue or enquiry - who raised it, how it came in, its status, type, priority and description.
Channel
Channel (CRCH): the channels a campaign reaches people through.
Status
Status (CRST): the statuses a campaign can be in.
Goal
Goal (CRGL): meant to hold the goals a campaign is run for; as shipped the screen shows no fields.
Stage
Stage (CRSG): a list of stage names used on the lines of Service Name.
Service Name
Service Name (CRSN): a service a consulting firm sells, its department, and the stages work on it goes through.
Project
Project (CRPP): a consulting opportunity - who raised it and who works it, the client, the service and its stage, priority, deadline, and the source and point of contact.
Visiting Pass
Visiting Pass (CRVP): a visitor registered for an event - name, organisation, designation, how he takes part and how he heard of the event - with a printable pass.
Lists, reports and board
Every CRM list, printed report and board tile: what each shows and the criteria it asks for.