Glossary

Company & People

The CRM has two fundamental types of records:

• A Company represents a business or organization.
• People represent your company’s current and prospective customers or clients.

Kanban

A Kanban is a way to track a business process. Pipelines are present within a module and have stages:

• A module has the logic for a certain business process (for example: sales, recruiting).
• Stages map the steps in your process (for example: new, ongoing, won, lost).

Views

You can customize the display of your records using views, setting different filters and sorting options for each view.

Workspace

A Workspace typically represents a company using Funnelmink. It holds all the records and data that you and your team members add to Funnelmink. It has a single domain name, which is typically the domain name your company uses for employee email addresses.

Sure, here is the glossary in the requested markdown format:

Field

A field refers to a specific area where particular data is stored for an entity.

Record

A Record indicates an instance of an object, like a specific account or contact.

Tasks

Tasks in Funnelmink CRM are assigned activities relating to contacts, accounts, or opportunities.

Opportunities

Opportunities in Funnelmink CRM are potential deals or sales with accounts or contacts.

Integration

Integration are built-in tools that allow to link Funnelmink with other software or systems.

User Profile

A User Profile is the information and settings specific to a workspace member in Funnelmink.