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- B2C CRM
- Consumer relationship data model
The tables behind B2C CRM
B2C CRM ships with 11 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
- 11
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Consumer accounts
Organizations owns Accounts through Organization. Accounts retains contact name, Address and eligibility note; Opportunities.Counterparty selects the account.
Opportunity pipeline
Opportunities links Organization and Owner and carries Status, Revision, expected close date, expected value USD and probability percent.
Relationship activities
Relationship activities links Parent to Opportunities and records line number, Revision, activity type, due at, completed at and Outcome.
Customer segments
Customer segments links Parent and Organization and retains the segment evaluation and its Status and Revision.
Review and evidence
Review decisions and record attachments link Parent to Opportunities. Reviewer and uploaded by reference team members.
Operations overview
Opportunities, customer segments and operation receipts support pipeline, review and exception reporting within authorized organization scope.
Corrections and reconciliation
Operation receipts retains operation key, expected revision, result state and effect references. Team members links authenticated User identity to an Organization. Exchange rates provides read-only effective rate records.
Every table, by feature
- Consumer accounts4
- Opportunity pipeline6
- Relationship activities4
- Customer segments6
- Review and evidence7
- Operations overview6
- Corrections and reconciliation7
- Shared and settings2
- Accounts
Consumer and household accounts eligible for relationship and segment operations.
Linked to Organizations - Organizations
Operating organizations that own accounts, opportunities and segment operations.
- Opportunities
Relationship opportunities with lifecycle, expected value and guarded revision control.
Linked to Accounts, Organizations, Team members - Team members
Authenticated platform identities with an active membership and role in an organization.
Linked to Organizations, Users
- Opportunities
Relationship opportunities with lifecycle, expected value and guarded revision control.
Linked to Accounts, Organizations, Team members - Accounts
Consumer and household accounts eligible for relationship and segment operations.
Linked to Organizations - Team members
Authenticated platform identities with an active membership and role in an organization.
Linked to Organizations, Users - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against a specific source revision.
Linked to Opportunities, Team members - Operation receipts
Stable operation keys and persisted results for every guarded action.
Linked to Opportunities
- Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Opportunities
Relationship opportunities with lifecycle, expected value and guarded revision control.
Linked to Accounts, Organizations, Team members - Record attachments
Uploaded evidence files linked to an opportunity with visibility scope.
Linked to Opportunities, Team members - Operation receipts
Stable operation keys and persisted results for every guarded action.
Linked to Opportunities
- Customer segments
Opted-in audience segment refreshes prepared, reviewed and executed for an opportunity.
Linked to Opportunities, Organizations - Opportunities
Relationship opportunities with lifecycle, expected value and guarded revision control.
Linked to Accounts, Organizations, Team members - Organizations
Operating organizations that own accounts, opportunities and segment operations.
- Review decisions
Independent reviewer decisions recorded against a specific source revision.
Linked to Opportunities, Team members - Operation receipts
Stable operation keys and persisted results for every guarded action.
Linked to Opportunities - Record attachments
Uploaded evidence files linked to an opportunity with visibility scope.
Linked to Opportunities, Team members
- Review decisions
Independent reviewer decisions recorded against a specific source revision.
Linked to Opportunities, Team members - Record attachments
Uploaded evidence files linked to an opportunity with visibility scope.
Linked to Opportunities, Team members - Opportunities
Relationship opportunities with lifecycle, expected value and guarded revision control.
Linked to Accounts, Organizations, Team members - Customer segments
Opted-in audience segment refreshes prepared, reviewed and executed for an opportunity.
Linked to Opportunities, Organizations - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Team members
Authenticated platform identities with an active membership and role in an organization.
Linked to Organizations, Users - Operation receipts
Stable operation keys and persisted results for every guarded action.
Linked to Opportunities
- Opportunities
Relationship opportunities with lifecycle, expected value and guarded revision control.
Linked to Accounts, Organizations, Team members - Customer segments
Opted-in audience segment refreshes prepared, reviewed and executed for an opportunity.
Linked to Opportunities, Organizations - Operation receipts
Stable operation keys and persisted results for every guarded action.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against a specific source revision.
Linked to Opportunities, Team members - Organizations
Operating organizations that own accounts, opportunities and segment operations.
- Team members
Authenticated platform identities with an active membership and role in an organization.
Linked to Organizations, Users
- Operation receipts
Stable operation keys and persisted results for every guarded action.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against a specific source revision.
Linked to Opportunities, Team members - Opportunities
Relationship opportunities with lifecycle, expected value and guarded revision control.
Linked to Accounts, Organizations, Team members - Customer segments
Opted-in audience segment refreshes prepared, reviewed and executed for an opportunity.
Linked to Opportunities, Organizations - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Uploaded evidence files linked to an opportunity with visibility scope.
Linked to Opportunities, Team members - Team members
Authenticated platform identities with an active membership and role in an organization.
Linked to Organizations, Users
Keys and references
Use record references to join evidence to its opportunity. Accounts.Code and Opportunities.record number help people identify the work; do not assume a repeated display name identifies the same consumer. Resolve current-user ownership through team members.User and active organization membership.
Review decisions.source revision identifies the version being assessed. Its Parent is the opportunity, so the operation key and effect references must identify the related segment operation where applicable. Preserve the original keys and references during import and correction.
Organizations.Currency and the read-only exchange rates records provide currency context. Opportunities.expected value USD is explicitly USD; establish any conversion policy separately before mapping amounts from an external system.
Migration order
- Establish Users and Organizations, then team members with checked User and Organization references.
- Import Accounts with stable codes and the correct Organization.
- Import Opportunities with Counterparty, Organization and Owner resolved to their source records.
- Attach relationship activities, record attachments and customer segments to the intended Parent opportunity.
- Preserve review decisions and operation receipts with their original source revisions, operation keys and effect references.
- Reconcile imported relationships and read-only rate sources before relying on aggregate reporting.
Set up B2C CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.