Other Important Ajera CRM Numbers

In addition to the main components that you use to create your work breakdown structure, you must establish a structure for other important numbers or codes used throughout Ajera CRM.

Number	Description
Client	Clients are the companies for which you complete your projects. Client numbers are numbers associated with clients in Ajera CRM.
Opportunity	An opportunity record stores information about potential projects, including names, addresses, phone numbers, related activities and files, current opportunity status, opportunity team members, project codes, and opportunity contacts.
Employee	Employees are those people at your firm who complete the work on a project. Each employee must have an employee number.
Unit	Units are goods or services that are billed at the same rate for most or all of your projects.
Unit Table	Unit tables are groupings of units that apply to specific projects. Unit tables are established on a project-by-project basis.
Vendor	Vendors are the people or businesses from whom your company acquires the materials and services needed to complete projects. If you use vendors with Client Relationship Management (CRM) and Proposals, the term "vendor" may be used to represent someone who does work for you, such as a contractor or consultant.