{"id":545,"date":"2020-01-14T03:53:59","date_gmt":"2020-01-14T08:53:59","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=545"},"modified":"2020-10-26T03:11:58","modified_gmt":"2020-10-26T08:11:58","slug":"basic-terms-deal-contact-activity","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/basic-terms-deal-contact-activity\/","title":{"rendered":"Basic terms: Deal, Contact, Activity"},"content":{"rendered":"\n<ol><li>Deal<\/li><li>Contact<\/li><li>Activity<\/li><\/ol>\n\n\n\n<p>The system provides four separate interfaces for every of these entities.<\/p>\n\n\n\n<div class=\"wp-block-image size-full wp-image-548 image-gray\"><figure class=\"aligncenter\"><img loading=\"lazy\" width=\"136\" height=\"405\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/terms_001.png\" alt=\"\" class=\"wp-image-548\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/terms_001.png 136w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/terms_001-101x300.png 101w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/terms_001-134x400.png 134w\" sizes=\"(max-width: 136px) 100vw, 136px\" \/><figcaption>System navigation which allows accessing the necessary interface<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"image-gray\"><p>Check out our demo video on this topic<\/p><div class=\"videoWrapper\"><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/LNeh_gLtuk4\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe><\/div>\n<\/div>\n\n\n\n<h3 id=\"deal\">Deal<\/h3>\n\n\n\n<p>This is a key element of the CRM which is generated when a client (lead) demonstrates a potential for buying (making a Deal), whether through the client\u2019s inquiry or active sales.<\/p>\n\n\n\n<p>Deals are created manually by a user or automatically (e.g., when an inquiry is received from the website).<\/p>\n\n\n\n<p>A list of Deals is displayed by the specialized interface. It is understood that a Deal may have stages of business processes (pipelinel). Other Deal data are described below in the <a href=\"https:\/\/fridaycrm.com\/blog\/support\/03-00\/\">summary<\/a> about the interface.<\/p>\n\n\n\n<p>The Deal is usually related to a contact (company and\/or person) and different types of activities.<\/p>\n\n\n\n<div class=\"wp-block-image size-full wp-image-556 image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_001.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_001-1024x575.png\" alt=\"\" class=\"wp-image-556\" width=\"512\" height=\"288\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_001-1024x575.png 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_001-300x169.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_001-768x432.png 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_001-400x225.png 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_001.png 1365w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><figcaption>Screenshot of the page with Deal profile<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image size-full wp-image-560 image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_002.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_002.png\" alt=\"\" class=\"wp-image-560\" width=\"512\" height=\"394\"\/><\/a><figcaption>Screenshot of the page with list of Deals<\/figcaption><\/figure><\/div>\n\n\n\n<h3 id=\"contact\">Contact<\/h3>\n\n\n\n<p>This is an element of the client base.<\/p>\n\n\n\n<p>A contact may be<\/p>\n\n\n\n<ul><li>a company (whether separately or with related persons)<\/li><li>a person (whether separately or with the related company). For example, it may be one of the company\u2019s representatives or an individual client.<\/li><\/ul>\n\n\n\n<p>The list of contacts is displayed by the special interface. Other contact data is described below in the interface <a href=\"https:\/\/fridaycrm.com\/blog\/support\/04-00\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">summary<\/a>.<\/p>\n\n\n\n<p>A contact is provided in the client\u2019s profile, which reflects current information about the client: name \/ company name, email, phone number, etc.<\/p>\n\n\n\n<p>You can find examples below in the <a href=\"https:\/\/fridaycrm.com\/blog\/support\/04-02\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">summary<\/a>.<\/p>\n\n\n\n<p>The contacts are created manually by a user or automatically (e.g., when inquiry is received from the website).<\/p>\n\n\n\n<p>How to upload contacts? Importing contacts into Friday CRM is described in the <a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-02\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">summary<\/a> below.<\/p>\n\n\n\n<p>Usually, the contact (company and\/or person) is linked with the Deals and various types of managerial activities.<\/p>\n\n\n\n<h3 id=\"activities\">Activities<\/h3>\n\n\n\n<p>These are some of the following types of activities (about actions that have already taken place)<\/p>\n\n\n\n<ul><li><strong>missed calls,<\/strong> <strong>incoming and outgoing <\/strong>(created automatically)<\/li><li><strong>email messages<\/strong> (incoming and outgoing) containing text (created automatically)<\/li><li><strong>system notes<\/strong> (created automatically, e.g., about a change in the Deal stage or a request received from the website)<\/li><li><strong>users\u2019 notes &#8211; <\/strong>the fact of completed activity or the result (e.g., the <strong>result <\/strong>of communication with a client or the <strong>fact <\/strong>of shipment with tracking number, etc.)<\/li><\/ul>\n\n\n\n<p><strong>Users\u2019 notes <\/strong>are created on the page of the corresponding Deal or contact without the possibility to edit after the fact. It is recommended to provide notes with tags (set by an administrator). <strong>Tags<\/strong> enable viewing quantitative characteristics of the work completed within a selected period along with other data (flexible configurable filtration). Examples of note tags: #meeting, #qualification, #presentation, etc.<\/p>\n\n\n\n<div class=\"wp-block-image size-full wp-image-564 image-gray\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_003.png\" alt=\"\" class=\"wp-image-564\" width=\"757\" height=\"147\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_003.png 757w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_003-300x58.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_003-400x78.png 400w\" sizes=\"(max-width: 757px) 100vw, 757px\" \/><figcaption>Screenshot of the page with users\u2019 notes<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_004.png\" alt=\"\" class=\"wp-image-565\" width=\"759\" height=\"173\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_004.png 759w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_004-300x68.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_004-400x91.png 400w\" sizes=\"(max-width: 759px) 100vw, 759px\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image size-full wp-image-567 image-gray\"><figure class=\"aligncenter\"><img loading=\"lazy\" width=\"765\" height=\"51\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_005.png\" alt=\"\" class=\"wp-image-567\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_005.png 765w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_005-300x20.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_005-400x27.png 400w\" sizes=\"(max-width: 765px) 100vw, 765px\" \/><figcaption>Screenshot of the page with system notes<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><img loading=\"lazy\" width=\"762\" height=\"50\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_006.png\" alt=\"\" class=\"wp-image-568\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_006.png 762w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_006-300x20.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/deals_006-400x26.png 400w\" sizes=\"(max-width: 762px) 100vw, 762px\" \/><\/figure><\/div>\n\n\n\n<p>Learn more about Activities in the <a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-00\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">summary<\/a> below. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>The system provides four separate interfaces for every of these entities: Deal, Contact, Activity&#8230;<\/p>\n","protected":false},"author":2,"featured_media":576,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[183,168,182,191,187,181,176,166,189,167,172,177,194,179,171,193,188,180,178,190],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/545"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=545"}],"version-history":[{"count":43,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/545\/revisions"}],"predecessor-version":[{"id":1592,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/545\/revisions\/1592"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media\/576"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=545"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=545"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=545"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=545"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}