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The below terms are standard in Sage CRM. Becoming familiar with them will help new users make the connection to the terms you currently use in your business. Most of these terms can be changed, as you begin to customize your system, to match your internal terminology.
An entity in Sage CRM is a specific section or category of data. Primary entities typically have sub-tabs and extra layers of user security that can be applied to what individual users might have access to view, edit, and delete.
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