| Lead |
Sales lead, a potential client not yet converted to a client |
| Client |
End customer who uses the services |
| Contact |
A contact associated with a client (person) |
| Project |
A work project with a defined start and end date |
| Task |
A task assignable to one or more users |
| Milestone |
A milestone in a project |
| Ticket |
A support request |
| Invoice |
An official invoice or bill |
| Estimate |
A cost estimate or proforma invoice |
| Proposal |
A business proposal |
| Contract |
A legal contract |
| Order |
A purchase order |
| Expense |
A recorded expense |
| Note |
A general note |
| Timeline |
Project timeline events |
| Event |
A calendar event |
| Filter |
A saved search filter |
| Label |
A label for categorization |
| Custom Field |
A custom field added by the user |
| Role |
User access role |
| Permission |
Access permission for different sections |