Entities are the individuals or companies that you work with, whether it be a customer or a bank. Each entity should have a profile and be entered into the CRM. Depending on the type of entity, you will need to enter them differently.
Entities are the individuals or companies that you work with, whether it be a customer or a bank. Each entity should have a profile and be entered into the CRM. Depending on the type of entity, you will need to enter them differently.