RecordOne contact, company, deal, ticket, or custom object.

PropertyA named field on a record. Someone owns the name, the definition, and the date it is retired.

Custom objectA record type that is not a contact, company, or deal. Use it when the thing you sell or serve does not fit those three.

AssociationThe labeled link between two records. A report that needs the unit on a booking needs that label to exist.

Association labelThe name of the link, such as billing contact or dealer. An unlabeled association is a line with no meaning.

LifecycleThe shared stage of a person, agreed by sales and marketing. Two definitions make every report argue.

PipelineThe ordered stages of a deal or ticket. One pipeline the teams can say out loud. Not one pipeline per rep.

OwnerThe user responsible for a record. A record with no owner is invisible in the views that matter.

TeamA group of users used for assignment and for what they are allowed to see.

Permission setWhat a user may view, edit, or delete. A large portal needs these written down, not a shared admin login.

Business unitA partition for brand, assets, or permissions when more than one brand shares the portal.

ViewA saved filter of records. A private deal showing in a public view is a design failure.

Calculated propertyA field derived from other fields. It cannot stand in for a missing association.

Anti-patternA design that works for a few users and fails after the portal grows.