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Glossary

Account
A system entity. Its records represent a person, company or group of people you do business activities with. Account aggregates details of all the customer identities assigned to it, providing for a 360-degree view of the customer activity.
Attribute
A characteristic of an entity. For example, a zip-code and and a street name are attributes of an address.
Business Customer
A Customer Identity used within Sales channels.
Business Unit
A system entity. Its records represent group of users with similar business or administrative tasks/roles.
Cart
A system entity. Its records represent actual Magento Shopping Carts
Case
A system entity. Its records represent a certain issue, problem or failures reported by the customers.
Channel
A system entity. Its records represent a source of customers and customer data, for example a specific shop, outlet, web-store, fund, etc.
Contact
A system entity. Its records represent actual people contacted in the course of sales activities.
Context
A set of records related to a certain email.
Custom Entity
An entity added to the system by a user from the UI.
Custom Field
An field added to an entity by a user from the UI.
Customer
A system entity. Its records represent people or businesses you have sold or are selling goods and/or services to. Also addressed as “Customer Identity”.
Customer Identity
See Customer
Entity
A grouping of things with common rules that represent objects of similar nature. For example, orders, customers, addresses, etc.
Field
Another name of an attribute .
Lead
A system entity. Its records represent commercial activity with people or businesses that have authority, budget and interest to purchase goods and/or services from you, such that probability of the actual sales is not yet high or impossible to define.
Lifetime Sales Value
Total amount of money received from the Customer and registered in OroCRM.
Magento
An eCommerce software and platform
Magento Channel
A Channel used to collect data from Magento-based store.
Opportunity
A system entity. Its records represent highly probable potential or actual sales to a new or established customer.
Order
A system entity. Its records represent actual Magento order
Organization
The highest level of the system permissions grouping. Different roles and permission settings can be defined for different organization records.
Organization
A system entity. Its records represent a group of users that belong to the same enterprise, business, commerce or another organization.
OroCRM
An easy-to-use, open source CRM with built in marketing automation tools for a commerce business.
Owner
An organization or business unit, members whereof can view/process the entity records, or a user, who can view/process the entity records, subject to the access and permission settings.
Record
One item of each entity <Entity>.
Sales Channel
A Channel used to collect data related to business-to-business activities.
System
OroCRM
System Entity
An entity available in the system out of the box.
System Organization
An organization, from which a user can (subject to the permissions and access settings) see and process details of records in each and any organization within the OroCRM instance.
Tag
A non-hierarchical keyword assigned to a record. Can be used for filtering.
User
User records represent a person, group of people or third-party system using OroCRM. User’s credentials (login and password) identify a unique user and define what part of the system, which functionalities and actions will available for them in the system.
Web Customer
A Customer Identity used within Magento channels.
Workflow
A sequence of industrial, administrative of other processes applied to a piece of work from initiation to completion and a system entity with records that represent such a sequence.
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