Accounts
Accounts, Territories, AccountNotes. Keep company ownership and active opportunities connected.
- Accounts
- Territories
- AccountNotes
Data model
Understand data model for CRM for Sales Pipeline.
29 tables · 68 relationships
How the model is organised
Contacts
Contacts, OpportunityContacts, ContactNotes. Understand the buying team behind each opportunity.
- Contacts
- OpportunityContacts
- ContactNotes
Pipeline
Leads, LeadScores, Opportunities, StageChanges, ApprovalRequests. See where each deal stands and what needs to happen next.
- Leads
- LeadScores
- Opportunities
- StageChanges
- ApprovalRequests
Quotes
Quotes, QuoteLines, Products, ApprovalRequests. Move from a proposal draft to approved commercial terms.
- Quotes
- QuoteLines
- Products
- ApprovalRequests
Activities
Activities, ActivityNotes, TasksDue, MailboxConnections, MessageLinks. Keep conversations and follow-up work close to the deal.
- Activities
- ActivityNotes
- TasksDue
- MailboxConnections
- MessageLinks
Forecast
ForecastEntries, QuotaPeriods, Opportunities, StageChanges, OpportunityCloseEvents. Bring pipeline, commitments and renewals into the same review.
- ForecastEntries
- QuotaPeriods
- Opportunities
- StageChanges
- OpportunityCloseEvents
Keys and references
Preserve workspace-scoped identities, source references and current record revisions. Child records inherit parent scope. Retried commands and provider events resolve to their original occurrence.
Migration order
- Configure workspace identities and role scopes.
- Import reference records and resolve duplicates.
- Import current customer work with its actual state and ownership.
- Reconcile historical decisions and external references.
- Test a complete handoff before enabling automated commands.
Tables
29 tables
AccountsCompanies being sold to. The customer-360 anchor.master
| Field | Type | Required | Details |
|---|---|---|---|
AccountNumber | text | yes | |
Name | text | yes | |
Type | select | yes | Prospect, Customer, Partner, Former |
Industry | text | Configured business classification; controlled vocabulary set during setup. | |
AnnualRevenue | decimal | Decimal amount in the parent currency. | |
EmployeeCount | number | ||
Website | text | ||
Phone | text | ||
BillingAddress | text | ||
Territory | reference | → Territories | |
Owner | reference | yes | → Users |
Parent | reference | → Accounts (self) | |
Active | boolean | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ContactsIndividual people at an account.master
| Field | Type | Required | Details |
|---|---|---|---|
FirstName | text | yes | |
LastName | text | yes | |
Account | reference | → Accounts | |
Title | text | ||
Email | text | yes | |
Phone | text | ||
Mobile | text | ||
LinkedIn | text | ||
DoNotEmail | boolean | yes | |
DoNotCall | boolean | yes | |
Active | boolean | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
UsersCRM users — sales reps, managers, sales ops, admins, viewers.master
| Field | Type | Required | Details |
|---|---|---|---|
UserID | text | yes | |
FullName | text | yes | |
Email | text | yes | |
Role | select | yes | Admin, Sales Manager, Sales Rep, Sales Ops, Viewer |
Territory | reference | → Territories | |
Manager | reference | → Users (self) | |
Quota | decimal | Decimal amount in the parent currency. Annual, for reps | |
HireDate | date | ||
Active | boolean | yes | |
PrincipalId | text | yes | Unique authenticated subject within WorkspaceKey; not inferred from Email. |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
TerritoriesGeo or named-account territories.master
| Field | Type | Required | Details |
|---|---|---|---|
TerritoryCode | text | yes | |
Name | text | yes | |
Type | select | yes | Geo, NamedAccount, Industry, Segment |
Region | text | ||
Manager | reference | → Users | |
Active | boolean | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ProductsSimple product catalogue for opportunity and quote lines; configuration engines and automated tax calculation remain separate integrations.master
| Field | Type | Required | Details |
|---|---|---|---|
SKU | text | yes | |
Name | text | yes | |
Description | text | ||
Family | text | Configured business classification; controlled vocabulary set during setup. | |
ListPrice | decimal | yes | Decimal amount in the parent currency. Single price, single currency |
BillingType | select | yes | OneTime, Subscription, Usage |
Active | boolean | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
Currency | text | yes | Currency of ListPrice; no implicit conversion. |
LeadSourcesNamed sources leads come from. Feeds `Leads.Source` and attribution.master
| Field | Type | Required | Details |
|---|---|---|---|
Code | text | yes | |
Name | text | yes | e.g. Web, Event, Referral, Outbound |
Category | select | yes | Inbound, Outbound, Referral, Partner |
Active | boolean | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
PipelineStagesConfigurable stages an opportunity moves through. Admin edits to match the team's sales process.master
| Field | Type | Required | Details |
|---|---|---|---|
Name | text | yes | e.g. Discovery, Demo, Proposal, Negotiation |
SortOrder | number | yes | |
DefaultProbability | number | yes | 0–100, applied to new opps in this stage |
StageType | select | yes | Open, Won, Lost |
RequireReasonOnExit | boolean | If true, prompt on move | |
Active | boolean | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
LeadsUnqualified inbound prospects.transaction
| Field | Type | Required | Details |
|---|---|---|---|
LeadNumber | text | yes | |
FirstName | text | yes | |
LastName | text | yes | |
Email | text | yes | |
Company | text | Pre-account creation | |
Phone | text | ||
Title | text | ||
Source | reference | yes | → LeadSources |
Status | select | yes | New, Working, Submitted, Qualified, Converted, Disqualified |
Owner | reference | → Users (null while unassigned) | |
Score | number | yes | 0–100, rollup from LeadScores |
DisqualifyReason | select | BadFit, NoBudget, NotNow, NoResponse, Duplicate | |
ConvertedAccount | reference | → Accounts (set on qualify) | |
ConvertedContact | reference | → Contacts | |
ConvertedOpportunity | reference | → Opportunities | |
CreatedAt | datetime | yes | Server creation timestamp. |
Territory | reference | → Territories | |
QualificationReason | longtext | ||
QualifiedBy | reference | → Users | |
QualifiedAt | datetime | ||
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
QualificationSubmittedBy | reference | → Users |
LeadScoresScoring signals contributing to a lead's composite score.line
| Field | Type | Required | Details |
|---|---|---|---|
Signal | select | yes | SourceQuality, Firmographic, Behavioral, Engagement |
Points | number | yes | +/- contribution |
Reason | text | ||
CapturedAt | date | yes | |
Lead | reference | yes | → Leads |
EventKey | text | yes | Unique source signal occurrence per lead. |
Reversed | boolean | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
OpportunitiesQualified deals moving through the pipeline.transaction
| Field | Type | Required | Details |
|---|---|---|---|
OpportunityNumber | text | yes | |
Name | text | yes | |
Account | reference | yes | → Accounts |
Stage | reference | yes | → PipelineStages |
Amount | decimal | yes | Derived from OpportunityProducts.LineTotal; same currency only. |
Probability | number | yes | 0–100, defaults from PipelineStages.DefaultProbability |
WeightedAmount | decimal | yes | Server-derived Amount times Probability divided by 100. |
CloseDate | date | yes | |
Currency | text | yes | ISO currency of every amount on this opportunity. |
LeadSource | reference | → LeadSources (carried over from source lead) | |
Owner | reference | yes | → Users |
PrimaryContact | reference | → Contacts | |
NextStep | text | Short free text, shown in pipeline view | |
LossReason | select | Required when stage is Lost type: Price, Competitor, NoDecision, Timing, Fit, Other | |
ClosedAt | date | Set when stage is Won or Lost type | |
Status | select | yes | Open, Won, Lost, Cancelled |
OpportunityType | select | yes | NewBusiness, Renewal |
RenewalOf | reference | → Opportunities | |
RenewalDueDate | date | ||
AcceptedQuote | reference | → Quotes | |
LastStageChangedAt | datetime | yes | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ClosedAmount | decimal | Frozen current close snapshot from accepted quote total; never recomputed from draft product lines. | |
ClosedCurrency | text | Frozen current close currency. | |
ClosedPeriodStart | date | ||
ClosedPeriodEnd | date | ||
ClosedOwner | reference | → Users; Frozen owner at close. | |
CloseEvent | reference | → OpportunityCloseEvents; Current close event; older events remain immutable. |
OpportunityProductsProducts on an opportunity. Simple line items — quantity × price, optional flat discount, no configuration rules.line
| Field | Type | Required | Details |
|---|---|---|---|
Product | reference | yes | → Products |
Quantity | number | yes | |
UnitPrice | decimal | yes | Decimal amount in the parent currency. Defaults from Products.ListPrice, editable |
DiscountPercent | number | yes | Draft discount; customer-facing terms require an approved quote. |
LineTotal | decimal | yes | Server-calculated quantity times unit price times discount factor. |
Opportunity | reference | yes | → Opportunities |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
OpportunityContactsBuying-committee members on an opportunity.line
| Field | Type | Required | Details |
|---|---|---|---|
Contact | reference | yes | → Contacts |
Role | select | yes | Champion, DecisionMaker, Evaluator, Influencer, Blocker |
IsPrimary | boolean | yes | One per opportunity, mirrors Opportunity.PrimaryContact |
Opportunity | reference | yes | → Opportunities |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ActivitiesCalls, meetings, tasks, and lightweight email logs against leads, accounts, contacts, or opportunities. Email here is a logged record of an email sent — not a tracked-open campaign email.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Type | select | yes | Call, Meeting, Task, Email |
Subject | text | yes | |
RelatedTo | select | Lead, Opportunity, Account, Contact | |
RelatedID | text | ||
Contact | reference | → Contacts (optional, for who the activity was with) | |
Owner | reference | yes | → Users |
StartAt | date | For meetings and calls | |
DurationMinutes | number | ||
DueDate | date | For tasks | |
CompletedAt | date | ||
Status | select | yes | Planned, InProgress, Completed, Cancelled |
Outcome | select | Connected, NoAnswer, Rescheduled, Completed, Cancelled | |
ActivityNumber | text | yes | |
StartTime | datetime | Meeting start in UTC. | |
EndTime | datetime | Meeting end after StartTime; derived from meeting duration when importing. | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ActivityNotesFree-text notes captured against an activity (meeting recap, call summary).master
| Field | Type | Required | Details |
|---|---|---|---|
Parent | reference | yes | → Activities |
Body | text | yes | Markdown-friendly |
Author | reference | yes | → Users |
CreatedAt | datetime | yes | Server creation timestamp. |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
ForecastEntriesPeriod-specific rep forecast preserving submitted commitment, best-case assessment, open-pipeline snapshot and the effective quota context in one currency.transaction
| Field | Type | Required | Details |
|---|---|---|---|
PeriodLabel | text | yes | e.g. "2026-Q2" |
PeriodStart | date | yes | |
PeriodEnd | date | yes | |
Submitter | reference | yes | → Users |
CommitAmount | decimal | yes | Decimal amount in the parent currency. What rep commits to close |
PipelineAmount | decimal | Decimal amount in the parent currency. Snapshot of open pipeline at submit | |
SubmittedAt | date | yes | |
Notes | text | ||
ForecastNumber | text | yes | |
Status | select | yes | Draft, Submitted, Reviewed, Superseded |
Currency | text | yes | One reporting currency; no implicit FX conversion. |
BestCaseAmount | decimal | yes | |
QuotaSnapshot | decimal | yes | Sum of applicable QuotaPeriods for the same owner, period and currency. |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ReviewedBy | reference | → Users | |
ReviewedAt | datetime |
AccountNotesFree-text notes captured against an account.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Account | reference | yes | → Accounts |
Body | text | yes | |
Author | reference | yes | → Users |
CreatedAt | datetime | yes | Server creation timestamp. |
Pinned | boolean | Pin to top of account page | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
RecordNumber | text | yes | |
Status | select | yes | Recorded, Superseded |
ContactNotesFree-text notes captured against a contact.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Contact | reference | yes | → Contacts |
Body | text | yes | |
Author | reference | yes | → Users |
CreatedAt | datetime | yes | Server creation timestamp. |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
RecordNumber | text | yes | |
Status | select | yes | Recorded, Superseded |
TasksDueMaterialized view of due and overdue tasks — rollup of Activities of type Task with Status != Completed. Backs the "Overdue Tasks" and "Today's Tasks" views without filtering the full Activities table.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Activity | reference | yes | → Activities |
Owner | reference | yes | → Users |
Subject | text | yes | |
RelatedTo | select | Lead, Opportunity, Account, Contact | |
RelatedID | text | ||
DueDate | date | yes | |
DaysOverdue | decimal | yes | Server-derived; fx: MAX(0, TODAY() − DueDate) |
Priority | select | Low, Medium, High | |
Status | select | yes | Open, InProgress |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
RecordNumber | text | yes |
QuotesVersioned commercial proposals with independently approved terms. Quantity must be positive, unit price nonnegative and discount between zero and one hundred; every quote requires independent approval. Product prices in another currency require an explicitly reviewed price, not implicit conversion.transaction
| Field | Type | Required | Details |
|---|---|---|---|
QuoteNumber | text | yes | |
Opportunity | reference | yes | → Opportunities |
Version | number | yes | |
Status | select | yes | Draft, Submitted, Approved, Rejected, Accepted, Expired, Superseded |
PreparedBy | reference | yes | → Users |
ApprovedBy | reference | → Users | |
ApprovedAt | datetime | ||
ValidUntil | date | yes | |
Currency | text | yes | |
Total | decimal | yes | Derived from QuoteLines; no tax or FX engine implied. |
Terms | longtext | yes | |
AcceptedAt | datetime | ||
AcceptanceEvidence | attachment | ||
ApprovalRevision | number | Revision of protected terms approved. | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
QuoteLinesPriced items belonging to one quote version.line
| Field | Type | Required | Details |
|---|---|---|---|
Quote | reference | yes | → Quotes |
Product | reference | yes | → Products |
Quantity | decimal | yes | |
UnitPrice | decimal | yes | |
DiscountPercent | decimal | yes | |
LineTotal | decimal | yes | Server-calculated; quantities nonnegative and discount within policy. |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
StageChangesImmutable opportunity stage and probability history.transaction
| Field | Type | Required | Details |
|---|---|---|---|
ChangeNumber | text | yes | |
Opportunity | reference | yes | → Opportunities |
PreviousStage | reference | → PipelineStages | |
NewStage | reference | yes | → PipelineStages |
PreviousProbability | number | yes | |
NewProbability | number | yes | |
Reason | longtext | yes | |
ChangedBy | reference | yes | → Users |
ChangedAt | datetime | yes | |
Status | select | yes | Recorded, Superseded |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ApprovalRequestsIndependent review of probability overrides and renewal exceptions.transaction
| Field | Type | Required | Details |
|---|---|---|---|
RequestNumber | text | yes | |
Opportunity | reference | yes | → Opportunities |
RequestType | select | yes | ProbabilityOverride, RenewalException |
ProposedProbability | number | ||
Reason | longtext | yes | |
RequestedBy | reference | yes | → Users |
DecisionBy | reference | → Users | |
SubmittedAt | datetime | yes | |
DecisionAt | datetime | ||
TargetRevision | number | yes | |
Status | select | yes | Draft, Submitted, Approved, Rejected, Superseded |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
QuotaPeriodsEffective owner quotas with a defined period and currency.master
| Field | Type | Required | Details |
|---|---|---|---|
QuotaNumber | text | yes | |
Owner | reference | yes | → Users |
PeriodStart | date | yes | |
PeriodEnd | date | yes | |
Currency | text | yes | |
Amount | decimal | yes | |
Status | select | yes | Draft, Active, Superseded |
ApprovedBy | reference | → Users | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
PreparedBy | reference | yes | → Users |
MailboxConnectionsConsent-controlled mailbox and calendar synchronization.master
| Field | Type | Required | Details |
|---|---|---|---|
ConnectionNumber | text | yes | |
Owner | reference | yes | → Users |
Provider | text | yes | |
ExternalMailboxId | text | yes | |
SecretReference | text | yes | |
SyncFrom | datetime | yes | |
Cursor | text | ||
Status | select | yes | Disabled, Connected, Paused, Revoked |
SharePolicy | select | yes | Private, RecordParticipants |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
MessageLinksMinimal synchronized message metadata with explicit CRM attachment.transaction
| Field | Type | Required | Details |
|---|---|---|---|
MessageNumber | text | yes | |
Mailbox | reference | yes | → MailboxConnections |
ProviderMessageId | text | yes | |
Activity | reference | → Activities | |
Contact | reference | → Contacts | |
Subject | text | yes | |
OccurredAt | datetime | yes | |
Direction | select | yes | Inbound, Outbound |
Status | select | yes | Unmatched, Linked, Redacted |
ContentReference | text | Restricted storage reference, not public message content. | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
AuditEventsAppend-only evidence of commands and independent decisions.transaction
| Field | Type | Required | Details |
|---|---|---|---|
EventNumber | text | yes | |
CommandKey | text | yes | Unique workspace/action replay key. |
RecordType | text | yes | |
RecordId | text | yes | |
Action | text | yes | |
Actor | reference | yes | → Users |
OccurredAt | datetime | yes | |
BeforeState | longtext | yes | |
AfterState | longtext | yes | |
Status | select | yes | Recorded, Superseded |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
IntegrationConnectionsExplicitly configured connector boundaries and credential references.master
| Field | Type | Required | Details |
|---|---|---|---|
ConnectionNumber | text | yes | |
Name | text | yes | |
Provider | text | yes | |
SecretReference | text | yes | |
Status | select | yes | Disabled, Configured, Paused |
Owner | reference | yes | → Users |
LastCheckedAt | datetime | ||
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
IntegrationEventsIdempotent external delivery and reconciliation evidence.transaction
| Field | Type | Required | Details |
|---|---|---|---|
EventNumber | text | yes | |
Connection | reference | yes | → IntegrationConnections |
ProviderEventId | text | yes | Unique per connection when supplied. |
CommandKey | text | yes | |
RecordType | text | yes | |
RecordId | text | yes | |
ExternalReference | text | ||
Status | select | yes | Pending, Accepted, Confirmed, Failed, Unknown |
OccurredAt | datetime | yes | |
FailureReason | longtext | ||
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
OpportunityCloseEventsAppend-only snapshots of closed sales outcomes and explicit reopening reversals. Source for quota actuals and closed-deal reporting.transaction
| Field | Type | Required | Details |
|---|---|---|---|
EventNumber | text | yes | |
CommandKey | text | yes | Unique workspace opportunity close/reopen command. |
Opportunity | reference | yes | → Opportunities |
Outcome | select | yes | Won, Lost, Reopened |
ClosedAmount | decimal | yes | Accepted quote total for Won; zero for Lost or Reopened. |
Currency | text | yes | |
ClosedOwner | reference | yes | → Users |
ClosedAt | datetime | yes | |
PeriodStart | date | yes | |
PeriodEnd | date | yes | |
AcceptedQuote | reference | → Quotes | |
QuoteRevision | number | Accepted protected quote revision. | |
Reverses | reference | → OpportunityCloseEvents; Required only on Reopened; targets one un-reversed closed event of the same opportunity. | |
RecordedBy | reference | yes | → Users |
Status | select | yes | Recorded |
WorkspaceKey | text | yes | |
Revision | number | yes | |
CreatedAt | datetime | yes |