HOW DATA IS ORGANIZED IN CRM

You don't need to be a database expert to work with CRM, but understanding a few basics about how data is organized in the system will help you get more out of it.

Records

In CRM, a 'record' is a complete unit of information.

You can think of it as a single row in a table, which contains various fields to store pieces of information that make up that row.

For example, an accounts record might contain several pieces of information such as contact name, phone number, address and company name. So each time you add a new account to the system, you're creating a new record.

Record types

Records are categorized by record type. These include account,contact, lead, opportunity, case, etc.

Workflows

All the data in CRM is set up to reflect Premiere's specific workflows, such as taking an account record from lead to opportunity to quote to guest stay.