Aspen CRM's Core Objects

Overview

At the core of Aspen CRM are Contacts, Opportunities, and Accounts

Contacts

The Contacts List is the default landing page of the web app. From here you can:

• See all contacts you own or follow, as well as all contacts

• Sort and filter by any field

• Click into a Contact Record for full details

A Contact Record contains several sections:

• Relationship Bar & Action Bar: Displays relationship strength and actions a user can take with a contact

• Contact Information: Name, email, phone, and other core fields

• Team: Employees at your company with a relationship to the contact

• Activity: A log of interactions with this contact (emails, calls, meetings)

• Opportunities: Deals associated with this contact

• More Info: All standard and custom fields for this contact

• Notes: Freeform notes about this contact

Opportunities

The Opportunities List is the default landing page of the web app. From here you can:

• See all opportunities you own, as well as all opportunities you have access to

• Sort and filter by any field

• Click into an Opportunity Record for full details

An Opportunity Record contains:

• Highlights: Key deal summary (stage, amount, close date)

• Team: Your internal team members working this deal

• Contacts: The customer contacts involved in this deal

• Details: All opportunity fields

• Notes: Freeform notes about this opportunity

Accounts

The Accounts List is the default landing page of the web app. From here you can:

• See all accounts you own, as well as all accounts you have access to

• Sort and filter by any field

• Click into an Account Record for full details

An Account Record contains:

• Highlights: Key summary information about the account

• Team: Employees at this account

• Contacts: People at this account and their role

• Details: All fields for this account

• Opportunities: Open and closed deals associated with this account

• Notes: Freeform notes about this account