| A | B |
|---|
| Opportunity | A Lead/Account which has been qualified |
| Committed stage | Service frequency information added |
| Lead record | Will be Qualified or Disqualified |
| Performed activities | Mark Completed |
| Scheduled activities | Can be designated with High/Normal/Low priority status |
| Lead record status | New/Contacted/Attempted Contact |
| After "Committed" stage | "Won" stage |
| Auto Posts | System generated messages of "happenings" on the record |
| "Next Stage" button | Found on the Opportunity ribbon |
| Notes | Allow for the attachment of documents |
| Dashboard | Collection of views and charts displaying current situation |
| User Role | Determines privileges and permissions |
| Leads | Prospect or potential customers interested in our products and/or services |
 | Account Record |
| Phone Call Activity |  |
 | Parent/Child Account |
 | Opportunity Record |
| My ... Views | Lists records you are the owner of |
| A completed stage of the Opportunity Business Process | Dark green arrow in the header of the ribbon |
| Light green | Color of the arrow in the header of the Opportunity Business Process for stage(s) to be completed |
| Do not transfer | Notes |
| Record | A collection of fields |
| Field | A unit (box) containing one specific piece of information |
| View | A list of records displayed in specific manner |
| Qualify | Opportunity, Account, and Contact record created |
| Disqualify | Lead will not be pursued |
| Case Records | Found in the Service Module |
| Recent view and recents records visited |  |
| Search Tool |  |
| Crumb trail | Displayed in the Navigation bar showing where the user is in the application |
| Activities | "Touch points" or interactions with customers or contacts |
