CRM library vocabularies
The default vocabularies of the CRM component library, one section per vocabulary. Each value's anchor on this page is the annotation IRI the published component carries, so a value's meaning can be checked outside the catalog.
The model is fixed; the vocabulary is yours. An organization copies the vocabulary component, edits the values, publishes the copy with its lineage, and swaps it into a copy of the record. Values a standard defines (the NAICS 2022 sectors, the W3C Data Privacy Vocabulary's consent states, purposes and legal bases) are bound to the standard's own identifiers and listed here for reading.
Components in project CRM on SDCStudio; slots under https://axius-sdc.com/library/crm/. Apache 2.0, Axius SDC, Inc.
Lead Source
How the organization first learned of the lead or account. A default set; an organization copies it and adds its own channels.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/lead-source
- Website
website#
The person or organization arrived through the organization's own website, including forms and chat. - Referral
referral#
Introduced by an existing customer, partner, employee or other contact. - Event
event#
Met at a conference, trade show, seminar or other event the organization attended or held. - Partner
partner#
Passed on by a channel, reseller, alliance or implementation partner. - Advertisement
advertisement#
Responded to paid advertising, online or offline. - Inbound Call
inbound call#
Telephoned the organization without prior contact from it. - Purchased List
purchased list#
Came from a list bought or licensed from a third party. - Other
other#
A source not in this list; the record's description says which.
Industry
The sector of the economy an organization operates in: the twenty NAICS 2022 sectors by two-digit code, as the US Census Bureau titles them. An organization using ISIC, NACE or ANZSIC copies this component and rebinds the values.
Source: NAICS 2022. Component slot: https://axius-sdc.com/library/crm/industry
- Agriculture, Forestry, Fishing and Hunting
11#
Establishments growing crops, raising animals, harvesting timber, and harvesting fish and other animals from a farm, ranch, or their natural habitats. - Mining, Quarrying, and Oil and Gas Extraction
21#
Establishments that extract naturally occurring mineral solids, liquid minerals, and gases. - Utilities
22#
Establishments providing electric power, natural gas, steam supply, water supply, and sewage removal. - Construction
23#
Establishments engaged in the construction of buildings and engineering projects, and in site preparation and subdivision of land. - Manufacturing
31-33#
Establishments engaged in the mechanical, physical, or chemical transformation of materials, substances, or components into new products. - Wholesale Trade
42#
Establishments engaged in wholesaling merchandise, generally without transformation, and rendering services incidental to the sale. - Retail Trade
44-45#
Establishments engaged in retailing merchandise, generally without transformation, and rendering services incidental to the sale. - Transportation and Warehousing
48-49#
Industries providing transportation of passengers and cargo, warehousing and storage for goods, scenic and sightseeing transportation, and support activities. - Information
51#
Establishments engaged in producing and distributing information and cultural products, providing the means to transmit or distribute them, and processing data. - Finance and Insurance
52#
Establishments primarily engaged in financial transactions or in facilitating financial transactions. - Real Estate and Rental and Leasing
53#
Establishments primarily engaged in renting, leasing, or otherwise allowing the use of tangible or intangible assets, and providing related services. - Professional, Scientific, and Technical Services
54#
Establishments that specialize in performing professional, scientific, and technical activities for others. - Management of Companies and Enterprises
55#
Establishments that hold the securities of companies and enterprises, or that administer, oversee, and manage establishments of the company. - Administrative and Support and Waste Management and Remediation Services
56#
Establishments performing routine support activities for the day-to-day operations of other organizations. - Educational Services
61#
Establishments that provide instruction and training in a wide variety of subjects. - Health Care and Social Assistance
62#
Establishments providing health care and social assistance for individuals. - Arts, Entertainment, and Recreation
71#
Establishments that operate facilities or provide services to meet varied cultural, entertainment, and recreational interests of their patrons. - Accommodation and Food Services
72#
Establishments providing customers with lodging and/or preparing meals, snacks, and beverages for immediate consumption. - Other Services (except Public Administration)
81#
Establishments engaged in providing services not specifically provided for elsewhere in the classification system. - Public Administration
92#
Federal, state, and local government agencies that administer, oversee, and manage public programs and have executive, legislative, or judicial authority.
Account Type
The kind of relationship the organization has with an account.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/account-type
- Customer
customer#
Has bought from the organization and is expected to again. - Prospect
prospect#
Qualified as a possible customer; no purchase yet. - Partner
partner#
Sells, implements, refers or co-develops with the organization. - Supplier
supplier#
Sells to the organization. - Competitor
competitor#
Competes with the organization; tracked, never sold to. - Former Customer
former customer#
Bought in the past and is not expected to again. - Other
other#
A relationship not in this list; the record's description says which.
Rating
A coarse judgment of how likely a lead or account is to buy.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/rating
Lead Status
Where a lead stands between arrival and conversion. The smallest set that makes the record usable; an organization copies it and adds its own stages.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/lead-status
- New
new#
Received and not yet worked. - Contacted
contacted#
At least one attempt to reach the lead has been made. - Qualified
qualified#
Meets the organization's criteria for a real opportunity. - Unqualified
unqualified#
Does not meet the criteria, or asked not to be contacted; kept for the record. - Converted
converted#
Became an account, a contact and, usually, an opportunity; the converted-to identifiers say which.
Opportunity Stage
Where a potential sale stands in the organization's sales process. The smallest set that makes the record usable; an organization copies it and names its own stages.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/opportunity-stage
- Prospecting
prospecting#
A possible sale identified; the need and the buyer not yet confirmed. - Qualification
qualification#
The need, the budget, the authority and the timing are being confirmed. - Needs Analysis
needs analysis#
The requirement is being worked out with the buyer. - Proposal
proposal#
A proposal or quote has been presented. - Negotiation
negotiation#
Terms are being negotiated. - Closed Won
closed won#
The sale was made; the opportunity is closed. - Closed Lost
closed lost#
The sale was not made; the loss reason says why.
Forecast Category
How the opportunity counts in the sales forecast.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/forecast-category
- Pipeline
pipeline#
Open and early; not yet counted in the forecast. - Best Case
best case#
Could close in the period if everything goes well. - Commit
commit#
Expected to close in the period; the owner commits to it. - Omitted
omitted#
Excluded from the forecast by the owner. - Closed
closed#
Already closed, won or lost.
Opportunity Type
What kind of sale the opportunity is.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/opportunity-type
Loss Reason
Why an opportunity was lost.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/loss-reason
- Price
price#
The price was the deciding factor. - Competitor
competitor#
The buyer chose a competitor. - No Decision
no decision#
The buyer made no decision. - Timing
timing#
The buyer deferred the purchase. - Product Fit
product fit#
The product did not meet the requirement. - Other
other#
A reason not in this list; the record's description says which.
Contact Role
The part a contact plays in a buying decision.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/contact-role
- Decision Maker
decision maker#
Makes the final decision. - Economic Buyer
economic buyer#
Controls the budget. - Technical Buyer
technical buyer#
Evaluates fit and approves on technical grounds. - Influencer
influencer#
Shapes the decision without making it. - End User
end user#
Will use what is bought. - Champion
champion#
Advocates for the purchase inside the buying organization. - Other
other#
A role not in this list; the record's description says which.
Activity Type
The kind of interaction or task an activity records.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/activity-type
- Call
call#
A telephone or voice call. - Email
email#
An email sent or received. - Meeting
meeting#
A meeting, in person or online. - Task
task#
A piece of work to be done, not itself an interaction. - Note
note#
A note recorded against a record, with no interaction. - Message
message#
A text, chat or social message sent or received.
Activity Direction
Who initiated an interaction.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/activity-direction
Activity Status
Where an activity stands.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/activity-status
Activity Outcome
What came of a completed interaction.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/activity-outcome
- Reached
reached#
The person was reached and the conversation took place. - Left Message
left message#
The person was not reached; a message was left. - No Answer
no answer#
The person was not reached and no message was left. - Meeting Held
meeting held#
The meeting took place. - Meeting Rescheduled
meeting rescheduled#
The meeting was moved to another time. - Replied
replied#
The message received a reply. - No Reply
no reply#
The message received no reply. - Completed
completed#
The task was done.
Case Status
Where a service case stands.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/case-status
- New
new#
Opened and not yet worked. - In Progress
in progress#
Being worked by the organization. - Waiting on Customer
waiting on customer#
Waiting for information or action from the customer. - Waiting on Third Party
waiting on third party#
Waiting for a supplier, partner or other third party. - Escalated
escalated#
Raised to a higher tier or to management. - Resolved
resolved#
A resolution was delivered; awaiting confirmation or closure. - Closed
closed#
Closed; no further work expected.
Case Priority
How urgently a case is to be worked.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/case-priority
Case Origin
The channel through which a case arrived.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/case-origin
Case Category
What kind of request a case is.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/case-category
- Question
question#
A request for information. - Problem
problem#
Something is not working as it should. - Feature Request
feature request#
A request for something the product does not do. - Complaint
complaint#
An expression of dissatisfaction requiring a response. - Other
other#
A category not in this list; the record's description says which.
Campaign Type
The kind of marketing initiative a campaign is.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/campaign-type
- Email
email#
An email campaign. - Event
event#
An event the organization holds or attends. - Webinar
webinar#
An online seminar. - Advertisement
advertisement#
Paid advertising, online or offline. - Referral Program
referral program#
A program rewarding referrals. - Direct Mail
direct mail#
Printed material sent by post. - Content
content#
Articles, papers, videos or other content published to attract interest. - Partner
partner#
A campaign run with or through a partner. - Other
other#
A type not in this list; the record's description says which.
Campaign Status
Where a campaign stands.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/campaign-status
Member Type
Whether a campaign member is a contact or a lead.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/member-type
Membership Status
Where a contact or lead stands in a campaign.
Source: CRM library. Component slot: https://axius-sdc.com/library/crm/membership-status
- Added
added#
Added to the campaign; nothing sent yet. - Sent
sent#
The campaign material was sent. - Opened
opened#
The material was opened or viewed. - Responded
responded#
The member responded. - Registered
registered#
The member registered for the event or offer. - Attended
attended#
The member attended. - Declined
declined#
The member declined. - Unsubscribed
unsubscribed#
The member asked to receive no more; a Consent record carries the withdrawal.
Consent Status
The state of a person's consent, as the W3C Data Privacy Vocabulary defines the states: two valid for processing, eight not.
Source: W3C DPV. Component slot: https://axius-sdc.com/library/crm/consent-status
- Consent Given
consent given
The state where consent has been given (valid for processing). definition - Renewed Consent Given
renewed consent given
A previously given consent has been renewed, refreshed or reaffirmed to form a new instance (valid for processing). definition - Consent Requested
consent requested
A request for consent has been made and is awaiting a decision. definition - Consent Request Deferred
consent request deferred
A request for consent has been deferred without a decision. definition - Consent Refused
consent refused
Consent has been refused. definition - Consent Withdrawn
consent withdrawn
Consent was withdrawn by the person, which prevents it from being used for processing. definition - Consent Revoked
consent revoked
Consent was revoked by an entity other than the person, which prevents it from being used for processing. definition - Consent Expired
consent expired
The temporal or contextual validity of the consent has expired. definition - Consent Invalidated
consent invalidated
The consent has been deemed invalid. definition - Consent Unknown
consent unknown
Information about consent is not available or is unknown. definition
Consent Purpose
The purpose a consent is for, from the W3C Data Privacy Vocabulary's purposes a customer-relationship system uses.
Source: W3C DPV. Component slot: https://axius-sdc.com/library/crm/consent-purpose
- Marketing
marketing
Purposes associated with marketing in general. definition - Direct Marketing
direct marketing
Marketing communicated directly to the individual. definition - Advertising
advertising
Conducting advertising: calling attention to a product, service or event. definition - Social Media Marketing
social media marketing
Marketing through social media. definition - Public Relations
public relations
Managing and conducting public relations. definition - Customer Relationship Management
customer relationship management
Managing and analyzing interactions with past, current and potential customers. definition - Customer Care
customer care
Providing assistance, resolving issues and ensuring satisfaction for customers. definition - Communication for Customer Care
communication for customer care
Communicating with customers for the purpose of customer care. definition - Customer Order Management
customer order management
Managing customer orders: processing, delivery, billing. definition - Service Provision
service provision
Providing the service the person asked for. definition - Personalization
personalization
Creating and providing customized or personalized content, services or experiences. (DPV spells its term Personalisation.) definition
Legal Basis
The legal basis for processing, from the W3C Data Privacy Vocabulary's top-level bases. Jurisdiction-specific bases are a copy's rebinding.
Source: W3C DPV. Component slot: https://axius-sdc.com/library/crm/legal-basis
- Consent
consent
Consent of the person for the specified processing. definition - Contract
contract
Creation, completion or performance of a contract involving the specified processing. definition - Legitimate Interest
legitimate interest
Legitimate interests of a party as justification for the specified activities. definition - Legal Obligation
legal obligation
A legal obligation to conduct the specified activities. definition - Vital Interest
vital interest
Activities necessary to protect the vital interests of a person. definition - Public Interest
public interest
Activities necessary or beneficial for the public interest. definition - Official Authority of Controller
official authority
Activities authorized through the official authority vested in the data controller. definition