Overview of sales
CDM standard entities
Entities
| Name | Description |
|---|---|
| Competitor | Business competing for the sale represented by a lead or opportunity. |
| CompetitorAddress | Additional addresses for a competitor. The first two addresses are stored in the competitor object. |
| CompetitorProduct | Association between a competitor and a product offered by the competitor. |
| CompetitorSalesLiterature | |
| ContactInvoices | |
| ContactOrders | |
| ContactQuotes | |
| Discount | Price reduction made from the list price of a product or service based on the quantity purchased. |
| DiscountList | Type of discount specified as either a percentage or an amount. |
| Invoice | Order that has been billed. |
| InvoiceProduct | Line item in an invoice containing detailed billing information for a product. |
| LeadCompetitors | |
| LeadProduct | |
| Opportunity | Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion. |
| OpportunityClose | Activity that is created automatically when an opportunity is closed, containing information such as the description of the closing and actual revenue. |
| OpportunityCompetitors | |
| OpportunityProduct | Association between an opportunity and a product. |
| OpportunityRelationship | Relationship between an account or contact and an opportunity. |
| Order | Quote that has been accepted. |
| OrderClose | Activity generated automatically when an order is closed. |
| OrderProduct | Line item in a sales order. |
| PriceListItem | Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit. |
| ProductSalesLiterature | |
| PropertyInstance | Instance of a property with its value. |
| Quote | Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer. |
| QuoteClose | Activity generated when a quote is closed. |
| QuoteProduct | Product line item in a quote. The details include such information as product ID, description, quantity, and cost. |
| SalesAttachment | Item in the sales literature collection. |
| SalesLiterature | Storage of sales literature, which may contain one or more documents. |