What is a Record?

A Record is the data item that exists in the CRM's system

• 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
• 1 record = one entity of CRM data (no matter what type is it).

For example:

Your current CRM possesses:

• 1 account
• 2 tasks
• 3 emails
• 2 notes.

In summary, you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.