Hoicko CRM Glossary: Key Terms & Definitions

Quick definitions of the core entities used throughout Hoicko CRM.

Term	Definition
Lead	An early-stage potential customer opportunity captured with account, source, and product-interest details
Inquiry	A formal, commercial follow-up to a converted lead, with full logistics and pricing scope
Quotation	A priced, product-wise offer generated from an approved inquiry and shareable as a PDF
Sales Order	The confirmed, SAP-synced order created after quotation approval
Account	A customer or prospect organization record, either SAP-synced or CRM-created pending approval
Contact	An individual stakeholder linked to one or more Accounts and/or Leads
KYC	Know Your Customer — the mandatory document/verification workflow required before an account can process sales orders
Business Partner (BP)	SAP's master record type for a customer/vendor, synced into Hoicko CRM as an Account
Workflow	Hoicko CRM's built-in approval routing engine for KYC, Sales Orders, and other gated actions
Board	A structured data table (Master or Transactional) that stores CRM records in rows and columns
Tile	A clickable shortcut on the CRM Home dashboard linking to a specific module
Team	A group of users organized for collaboration, reporting, and shared board access