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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
A metric that helps understand the Customer. It predicts the potential benefit that the selling organization can obtain from a relationship with the customer in the long-term perspective. Lifetime sales value measures the total amount of money received from the customer based on orders placed and registered in OroCRM. When calculating a lifetime sales value, OroCommerce takes into account an average order amount, purchase frequency, and an average retention period.
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.
Browse maintained versions:3.01.122.02.32.6

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