Case, Opportunity, Leads

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  • MediaBerg
    Junior Member
    • Mar 2019
    • 15

    Case, Opportunity, Leads

    Hi there,

    thanks for EspoCRM. It's an awesome CRM so far.

    I'd like to understand what is Case, Opportunity, Leads for / where is the difference?
    Is there a documentation that explains this?

    Thanks
    Andreas
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    1. Lead represents any person or organization that a company might have the potential to do business with
    2. Opportunity represents a potential deal.
    3. Case entity provides incident-based tracking for issues that may arise from your customers, whether they are external or internal.
    Here is the documentation link https://www.espocrm.com/documentation/. Here you can find many interesting things.

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