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Understanding Key Entities and Pipelines

Last updated on Nov 15, 2024

In Revwit, the foundation of your sales process revolves around three main entities: People, Companies, and Deals.

  • People: These are your contacts, the individuals you interact with throughout the sales journey.

  • Companies: These are the organizations your contacts are associated with, giving you a broader view of your opportunities.

  • Deals: These represent the sales opportunities you're working on, tracking their progress from start to finish.