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- Small Business CRM
- Data model
The tables behind Small Business CRM
Small Business 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
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Account scope
Organizations owns Accounts and team members. Team members.User links the member to Users; Opportunities.Counterparty and Owner identify the account and responsible member.
Pipeline and qualification
Opportunities retains Status, expected close date, expected value USD, probability percent and Revision. Relationship activities supplies the logged customer evidence used during qualification.
Activities and proposals
Relationship activities.Parent references Opportunities. Line number, Revision, activity type, due at, completed at and Outcome describe the recorded interaction and follow-through.
Follow-up commitments
Follow up commitments.Parent references Opportunities and Organization identifies its operating scope. Subject, due at and estimated value describe the promise; Status, Revision, decision at and completed at support reviewed completion.
Reviewed customer outcomes
Review decisions.Parent references Opportunities and Reviewer references team members. Source revision and operation key connect the decision to the reviewed action. Opportunities.won at and loss reason describe closed outcomes.
Evidence and reconciliation
Record attachments links supporting files to Opportunities and uploaded by to team members. Operation receipts retains expected revision, result state, external reference and effect references. Exchange rates is read-only effective-rate reference data.
Every table, by feature
- Account scope5
- Pipeline and qualification5
- Activities and proposals4
- Follow-up commitments5
- Reviewed customer outcomes6
- Evidence and reconciliation6
- Shared and settings1
- Accounts
Customer and prospect accounts
Linked to Organizations - Organizations
Tenant organizations that own CRM records
- Team members
CRM team members linked to platform users
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts
- Opportunities
Sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Accounts
Customer and prospect accounts
Linked to Organizations - Team members
CRM team members linked to platform users
Linked to Organizations, Users - Relationship activities
Calls, meetings, emails and tasks on an opportunity
Linked to Opportunities - Operation receipts
Idempotent receipts for guarded operations
Linked to Opportunities
- Relationship activities
Calls, meetings, emails and tasks on an opportunity
Linked to Opportunities - Opportunities
Sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Record attachments
Evidence files attached to opportunities
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for guarded operations
Linked to Opportunities
- Follow up commitments
Promised customer follow-ups requiring review and completion
Linked to Opportunities, Organizations - Opportunities
Sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Review decisions
Independent review decisions on submitted revisions
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for guarded operations
Linked to Opportunities - Record attachments
Evidence files attached to opportunities
Linked to Opportunities, Team members
- Opportunities
Sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Review decisions
Independent review decisions on submitted revisions
Linked to Opportunities, Team members - Relationship activities
Calls, meetings, emails and tasks on an opportunity
Linked to Opportunities - Record attachments
Evidence files attached to opportunities
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for guarded operations
Linked to Opportunities - Team members
CRM team members linked to platform users
Linked to Organizations, Users
- Operation receipts
Idempotent receipts for guarded operations
Linked to Opportunities - Record attachments
Evidence files attached to opportunities
Linked to Opportunities, Team members - Review decisions
Independent review decisions on submitted revisions
Linked to Opportunities, Team members - Opportunities
Sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Relationship activities
Calls, meetings, emails and tasks on an opportunity
Linked to Opportunities - Follow up commitments
Promised customer follow-ups requiring review and completion
Linked to Opportunities, Organizations
Keys and references
Preserve source identifiers during import. Most records use Id; exchange rates uses ID. The opportunity record number and account and organization codes give the team readable identifiers. Users.User is a self-reference that needs an explicit identity mapping.
Keep the account, owner and follow-up commitment inside the opportunity’s authorized organization. Follow-up responsibility follows follow up commitments.Parent to Opportunities.Owner and the member’s team members.User identity. Review decisions and operation receipts also reference the opportunity, so their operation identity and effect references must distinguish the particular commitment being reviewed from other work on the same parent.
Migration order
- Establish Users and Organizations, including user references and operating time zones.
- Load team members and Accounts with their organization references and active states.
- Establish the governed exchange rates source where needed, preserving read-only ownership.
- Load Opportunities, then relationship activities and follow up commitments with their parent references.
- Import record attachments, review decisions and operation receipts with their original revisions, dates and source identities intact.
Set up Small Business CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.