| Record Type | Purpose |
| Client | Stores business information for clients (i.e. businesses) receiving assistance from your program |
| Contact | Stores individual-specific information such as gender, ethnicity, and veteran status for a client's various contacts |
| Counseling Session |
Tracks consulting assistance provided to clients |
| Inquiry |
Tracks consulting assistance provided to contacts |
| Award |
Tracks government contracts awarded to clients |
| Milestone | Tracks milestone & impact data for clients |
| Investment | Tracks investments & loans obtained by clients |
| Survey Definition |
Defines survey questions and intended respondents |
| Survey Response | Tracks survey responses (e.g. conference, satisfaction, etc.) |
| Conference | Tracks training sponsored or cosponsored by your program |
| Center | Stores basic information for a center/program |
| Counselor | Stores basic information for a counselor |
| Narrative | Stores center performance narratives |