In addition to the core customer modules, several other entities help sales representatives track leads and move them through the sales process to return revenue to the company:

Leads: Manage possible customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact for additional tracking.

Opportunities: Manage potential sales to a customer and track them through the sales process.

Quotes: Manage the formal offers for products or services, proposed at specific prices and the related payment term. Quotes can be sent to an opportunity, account, or contact.

Orders: Manage confirmed requests for the delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer.
Invoices: Manage invoices orders that have been billed. Invoices record a sale to a customer, including details about the products or services purchased.