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- CRM with Call Tracking
- Data Model
The tables behind CRM with Call Tracking
CRM with Call Tracking 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
Accounts and Ownership
Organizations owns Accounts and team members. Team members.User links the person to Users. Opportunities points to Owner, Counterparty and Organization.
Opportunity Pipeline
Opportunities retains record number, Subject, Status, expected close date, expected value USD and Revision, with probability percent and closing details.
Call Sessions
Call sessions references Opportunities through Parent and separately references Organizations. Provider call ID, started at, duration seconds and consent recorded support the call review.
Activities and Evidence
Relationship activities retains a Parent, line number and Revision with its type, dates and outcome. Record attachments references the same opportunity and an uploaded by team member, with file visibility and evidence type.
Review Decisions
Review decisions references the opportunity and Reviewer, with source revision, Decision, decided at, Reason and operation key for the reviewed action.
Completion and Reconciliation
Operation receipts references the opportunity and retains operation key, Action, expected revision and result state alongside effect references and any external reference.
Every table, by feature
- Accounts and Ownership5
- Opportunity Pipeline7
- Call Sessions7
- Activities and Evidence4
- Review Decisions6
- Completion and Reconciliation5
- Accounts
Customer and prospect companies eligible as opportunity counterparties.
Linked to Organizations - Organizations
Tenant organizations that own accounts, opportunities and call sessions.
- Team members
Internal staff with an authenticated platform identity and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Revenue opportunities with lifecycle, expected value and expected close date.
Linked to Team members, Accounts, Organizations
- Opportunities
Revenue opportunities with lifecycle, expected value and expected close date.
Linked to Team members, Accounts, Organizations - Accounts
Customer and prospect companies eligible as opportunity counterparties.
Linked to Organizations - Team members
Internal staff with an authenticated platform identity and role scope.
Linked to Organizations, Users - Organizations
Tenant organizations that own accounts, opportunities and call sessions.
- Relationship activities
Line-level activity history attached to exactly one opportunity parent.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against a frozen source revision.
Linked to Opportunities, Team members - Record attachments
Evidence files attached to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members
- Call sessions
Call sessions that attach a completed call to a relationship, with provider identity and consent.
Linked to Opportunities, Organizations - Opportunities
Revenue opportunities with lifecycle, expected value and expected close date.
Linked to Team members, Accounts, Organizations - Organizations
Tenant organizations that own accounts, opportunities and call sessions.
- Review decisions
Independent reviewer decisions recorded against a frozen source revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for guarded operations, with stable operation keys and result state.
Linked to Opportunities - Team members
Internal staff with an authenticated platform identity and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users
- Relationship activities
Line-level activity history attached to exactly one opportunity parent.
Linked to Opportunities - Record attachments
Evidence files attached to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members - Opportunities
Revenue opportunities with lifecycle, expected value and expected close date.
Linked to Team members, Accounts, Organizations - Team members
Internal staff with an authenticated platform identity and role scope.
Linked to Organizations, Users
- Review decisions
Independent reviewer decisions recorded against a frozen source revision.
Linked to Opportunities, Team members - Call sessions
Call sessions that attach a completed call to a relationship, with provider identity and consent.
Linked to Opportunities, Organizations - Opportunities
Revenue opportunities with lifecycle, expected value and expected close date.
Linked to Team members, Accounts, Organizations - Team members
Internal staff with an authenticated platform identity and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users - Operation receipts
Idempotent receipts for guarded operations, with stable operation keys and result state.
Linked to Opportunities
- Operation receipts
Idempotent receipts for guarded operations, with stable operation keys and result state.
Linked to Opportunities - Opportunities
Revenue opportunities with lifecycle, expected value and expected close date.
Linked to Team members, Accounts, Organizations - Call sessions
Call sessions that attach a completed call to a relationship, with provider identity and consent.
Linked to Opportunities, Organizations - Relationship activities
Line-level activity history attached to exactly one opportunity parent.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against a frozen source revision.
Linked to Opportunities, Team members
Keys and references
Preserve source identifiers and parent references during migration. The account, opportunity owner and call-session organization must agree with the authenticated organization scope. A matching opportunity parent alone does not identify the call action under review: retain the relevant operation identity and submitted revision. Team members.User supplies the authenticated-person link; a name or role name value does not establish authority.
Organizations.Currency is a configuration value. Opportunities.expected value USD remains a USD field and does not imply currency conversion. Keep receipt result states separate from call-session and opportunity lifecycle states.
Migration order
- Load Organizations and resolve Users identities.
- Load team members with organization and authenticated user links.
- Import Accounts with active state and eligibility context.
- Import Opportunities with valid Owner, Counterparty and Organization references.
- Attach relationship activities and record attachments to the correct opportunities and uploaders.
- Import call sessions with reviewed provider identity and organization references.
- Retain review decisions and operation receipts with their original operation identities and revision evidence; do not execute historical actions as part of an import.
Set up CRM with Call Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.