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- Automotive Dealers CRM
- Data model
The tables behind Automotive Dealers CRM
Automotive Dealers CRM ships with 10 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 10
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Dealership Accounts
Accounts and team members reference Organizations. Accounts retains customer identity and eligibility note. Team members.User links staff to Users, with Organization, role name, time zone and Active identifying the operating membership.
Opportunity Pipeline
Opportunities references Organization, Owner and Counterparty. Record number identifies the work; Status, expected close date, expected value USD, Revision and probability percent describe its current customer context. Won at and loss reason explain closure.
Relationship Activities
Relationship activities references Opportunities through Parent. Line number and Revision locate each activity, with activity type, due at, completed at and Outcome recording the work.
Test Drives
Test drives references Parent and Organization, with VIN, starts at, odometer miles, license verified, Status, Revision and decision at describing the request and review context.
Proposal and Outcome Review
Review decisions references Parent and Reviewer. Source revision, Decision, decided at, Reason and operation key retain the exact review basis.
Evidence and Reconciliation
Record attachments references Parent and uploaded by, with File, evidence type and Visibility describing the evidence. Operation receipts references Parent and retains operation key, Action, expected revision, result state and the resulting effect or failure references.
Every table, by feature
- Dealership Accounts5
- Opportunity Pipeline7
- Relationship Activities4
- Test Drives5
- Proposal and Outcome Review6
- Evidence and Reconciliation5
- Accounts
Customer and prospect accounts served by the dealership.
Linked to Organizations - Organizations
Dealership groups and legal entities that own the operating records.
- Team members
Dealership staff with an authenticated platform identity and role.
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Vehicle sales and service opportunities with a guarded lifecycle.
Linked to Organizations, Team members, Accounts
- Opportunities
Vehicle sales and service opportunities with a guarded lifecycle.
Linked to Organizations, Team members, Accounts - Accounts
Customer and prospect accounts served by the dealership.
Linked to Organizations - Organizations
Dealership groups and legal entities that own the operating records.
- Team members
Dealership staff with an authenticated platform identity and role.
Linked to Organizations, Users - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Review decisions
Independent reviewer decisions on a frozen source revision.
Linked to Opportunities, Team members - Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Opportunities
- Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Opportunities
Vehicle sales and service opportunities with a guarded lifecycle.
Linked to Organizations, Team members, Accounts - Record attachments
Evidence files attached to an opportunity with visibility scope.
Linked to Opportunities, Team members - Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Opportunities
- Test drives
Scheduled test drives with driver verification and vehicle availability.
Linked to Opportunities, Organizations - Opportunities
Vehicle sales and service opportunities with a guarded lifecycle.
Linked to Organizations, Team members, Accounts - Organizations
Dealership groups and legal entities that own the operating records.
- Review decisions
Independent reviewer decisions on a frozen source revision.
Linked to Opportunities, Team members - Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Opportunities
- Opportunities
Vehicle sales and service opportunities with a guarded lifecycle.
Linked to Organizations, Team members, Accounts - Review decisions
Independent reviewer decisions on a frozen source revision.
Linked to Opportunities, Team members - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Evidence files attached to an opportunity with visibility scope.
Linked to Opportunities, Team members - Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Opportunities - Team members
Dealership staff with an authenticated platform identity and role.
Linked to Organizations, Users
- Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Opportunities - Record attachments
Evidence files attached to an opportunity with visibility scope.
Linked to Opportunities, Team members - Review decisions
Independent reviewer decisions on a frozen source revision.
Linked to Opportunities, Team members - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Opportunities
Vehicle sales and service opportunities with a guarded lifecycle.
Linked to Organizations, Team members, Accounts
Keys and references
Keep source identifiers in a migration mapping and resolve references to the corresponding destination records during import. Account and organization codes help people identify records, while Opportunities.record number is the readable operating identifier. Operation key identifies a guarded operation; expected revision and source revision must refer to the scope actually submitted or reviewed.
Resolve a personal opportunity filter through team members.User before comparing Opportunities.Owner. Keep Parent and Organization consistent for test drives. Review decisions and operation receipts point to the parent opportunity, so a test-drive action needs an unambiguous reference to the specific request in its operation evidence. A VIN is text on the request and must be matched through the agreed vehicle handoff.
Migration order
- Prepare Users and Organizations with correct active state, codes, time zones and currency context.
- Create team members with their authenticated user and organization references.
- Import Accounts, checking codes, customer contact information and eligibility notes.
- Create Opportunities linked to the intended organization, owner and customer, with reviewed USD values and revisions.
- Bring in relationship activities, record attachments and test drives using the correct parent opportunity and uploader or organization.
- Preserve review decisions and operation receipts only with their original source revisions and operation identities. Reconcile historical evidence without replaying customer effects.
Set up Automotive Dealers CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.