Lead capture
Leads, LeadSources, LeadNotes, DuplicateClusters. Bring incoming prospects into a consistent qualification queue.
- Leads
- LeadSources
- LeadNotes
- DuplicateClusters
Data model
Understand data model for CRM with Lead Scoring.
25 tables · 59 relationships
How the model is organised
Scoring and AI
ScoringRules, ScoringRuleValues, ScoringModels, ScoringRuns, ScoringEvents. Explain why a lead deserves attention before the team acts.
- ScoringRules
- ScoringRuleValues
- ScoringModels
- ScoringRuns
- ScoringEvents
Routing and alerts
Territories, RoutingRules, LeadAssignments, PriorityAlerts. Put the next lead with someone who can act on it.
- Territories
- RoutingRules
- LeadAssignments
- PriorityAlerts
Outreach and preferences
LeadActivities, LeadNotes, Lists, ListMemberships, ConsentEvents. Coordinate useful follow-up while respecting contact preferences.
- LeadActivities
- LeadNotes
- Lists
- ListMemberships
- ConsentEvents
Qualification and handoff
Leads, LeadConversions, IntegrationEvents. Give account executives the context to accept a qualified lead.
- Leads
- LeadConversions
- IntegrationEvents
Funnel analysis
ScoringRuns, ScoringEvents, LeadAssignments, LeadConversions, PriorityAlerts. Learn which sources and signals lead to accepted opportunities.
- ScoringRuns
- ScoringEvents
- LeadAssignments
- LeadConversions
- PriorityAlerts
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
25 tables
UsersWorkspace membership maps authenticated PrincipalId values to this app’s role and territory scope. A common person may map into different authorized roles in a connected CRM; no shared physical Users table or automatic cross-app permission is assumed.master
| Field | Type | Required | Details |
|---|---|---|---|
UserID | text | yes | |
FullName | text | yes | |
Email | text | yes | |
Role | select | yes | Admin, Marketing Operations, Sales Manager, Sales Development Rep, Account Executive, Viewer |
Territory | reference | → Territories | |
Manager | reference | → Users (self) | |
RoundRobinEligible | boolean | yes | When true, eligible for round-robin routing |
OutOfOffice | boolean | Skip in routing while true | |
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 used by `RoutingRules` to scope which Leads land in which rep's queue. US-centric: state, multi-state region, named-account list, or industry segment.master
| Field | Type | Required | Details |
|---|---|---|---|
TerritoryCode | text | yes | |
Name | text | yes | |
Type | select | yes | State, Region, NamedAccount, Industry, Segment |
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. |
RoutingCursor | reference | → Users; Server-maintained cursor for atomic eligible-owner rotation. |
TerritoryStatesUS-state coverage list for `State` / `Region` Territories. One row per state in the territory.master
| Field | Type | Required | Details |
|---|---|---|---|
Territory | reference | yes | → Territories |
State | select | yes | Two-letter US state code (AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC) |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
LeadSourcesChannel taxonomy: where every Lead originated. Drives attribution reporting, scoring weights (an inbound web demo request scores higher than a cold tradeshow scan), and source-specific routing.master
| Field | Type | Required | Details |
|---|---|---|---|
SourceCode | text | yes | |
Name | text | yes | e.g. WebForm, Webinar, TradeShow, ContentDownload |
Category | select | yes | Inbound, Outbound, Referral, Partner, Event, Content |
Channel | select | yes | WebForm, Webinar, TradeShow, ContentDownload, ColdOutbound, Referral, Partner, ChatBot, PaidAd, Other |
BaseScore | number | Default contribution to Lead score on capture (0–100) | |
RequireDoubleOptIn | boolean | If true, Subscribable defaults false until confirmed | |
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. |
ScoringRulesDeclarative rules that compute a Lead's score. Each rule is an attribute or behavior predicate plus a point value. Examples: "Title contains 'Director' → +20", "Visited pricing page → +15", "Email opened 3 times → +10". Rules stack additively per Lead.master
| Field | Type | Required | Details |
|---|---|---|---|
RuleCode | text | yes | |
Name | text | yes | |
Category | select | yes | Firmographic, Demographic, Behavioral, Engagement, Negative |
AttributeOrEvent | select | yes | Title, Industry, EmployeeCount, AnnualRevenue, Source, PageVisit, EmailOpen, EmailClick, FormFill, ContentDownload, MeetingBooked, Unsubscribe |
Operator | select | yes | Equals, NotEquals, Contains, NotContains, GreaterThan, LessThan, Between, In, NotIn |
ComparisonValue | text | Single value as text; for In/NotIn list operators use child ScoringRuleValues table | |
Points | number | yes | +/- contribution |
AppliesToSource | reference | → LeadSources (null = all sources) | |
Priority | number | yes | Lower fires first |
Active | boolean | yes | |
Version | number | yes | |
Status | select | yes | Draft, Submitted, Approved, Retired |
PreparedBy | reference | yes | → Users |
ApprovedBy | reference | → Users | |
EffectiveFrom | datetime | yes | |
EffectiveUntil | datetime | ||
MaximumOccurrences | number | yes | Per lead and configured time window. |
WindowDays | number | yes | Explicit scoring window; zero means once per lead. |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ScoringRuleValuesThe list of comparison values for a ScoringRule whose `Operator` is `In` or `NotIn`. One row per value in the list.master
| Field | Type | Required | Details |
|---|---|---|---|
Rule | reference | yes | → ScoringRules |
Value | text | yes | One member of the In / NotIn comparison list |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ScoringEventsImmutable audit trail: one row per Lead per ScoringRule fire. Reproduces "why is this Lead scored 73?" by listing every rule that contributed, when, and with what point value. Frozen at write — corrections come via new compensating events, never edits.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Lead | reference | yes | → Leads |
Rule | reference | yes | → ScoringRules |
Points | number | yes | Snapshot of Rule.Points at fire time |
MatchedValue | text | The actual value that matched (e.g. "VP of Engineering") | |
FiredAt | date | yes | |
TriggerActivity | reference | → LeadActivities (when fire was an activity event) | |
Reversed | boolean | Set when a compensating event neutralizes this one | |
EventNumber | text | yes | |
Run | reference | yes | → ScoringRuns |
SourceEventId | text | yes | Unique per lead, rule version and upstream occurrence. |
RuleVersion | number | yes | |
ExpiresAt | datetime | ||
Status | select | yes | Recorded, Reversed, Expired |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
RoutingRulesDeclarative routing rules evaluated in priority order on Lead create and on MQL handoff. First match wins. Examples: "Territory.State IN (CA,OR,WA) → Round-robin SDR pool 'WestSDR'", "Industry = Healthcare → AE 'jdoe'", "EmployeeCount > 1000 → Enterprise team".master
| Field | Type | Required | Details |
|---|---|---|---|
RuleCode | text | yes | |
Name | text | yes | |
MatchType | select | yes | Territory, Industry, CompanySize, AccountOwner, Source, ScoreThreshold, RoundRobin |
MatchValue | text | Comparison anchor (e.g. "Healthcare", ">=500", state code) | |
Territory | reference | → Territories (when MatchType = Territory) | |
AssignToType | select | yes | SpecificUser, RoundRobinPool, Manager, AccountOwner, UnassignedQueue |
AssignToUser | reference | → Users (when AssignToType = SpecificUser) | |
RoundRobinPoolTerritory | reference | → Territories (pool = users with this Territory + RoundRobinEligible) | |
FallbackOwner | reference | → Users (used when no matching round-robin user is available) | |
Priority | number | yes | Lower fires first |
Active | boolean | yes | |
Status | select | yes | Draft, Submitted, Approved, Retired |
PreparedBy | reference | yes | → Users |
ApprovedBy | reference | → Users | |
EffectiveFrom | 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. |
LeadsThe unqualified person record. Captures every prospect from every source. The pivot of the app: scored, routed, worked, and eventually converted, disqualified, or recycled.transaction
| Field | Type | Required | Details |
|---|---|---|---|
LeadNumber | text | yes | |
FirstName | text | yes | |
LastName | text | yes | |
Email | text | yes | Masked for Viewer role |
Phone | text | Masked for Viewer role | |
Mobile | text | ||
Company | text | Pre-account text; conversion resolves to an Account | |
Title | text | ||
Industry | select | Technology, Financial Services, Healthcare, Retail, Manufacturing, Professional Services, Education, Government, Nonprofit, Energy, Real Estate, Media, Other | |
EmployeeCount | number | Enriched on capture when possible | |
AnnualRevenue | decimal | Decimal amount in the parent currency. Enriched on capture when possible | |
State | select | Two-letter US state code | |
Source | reference | yes | → LeadSources |
Territory | reference | → Territories (resolved by routing) | |
Status | select | yes | New, Working, MQL, Submitted, SQL, Converted, Recycled, Disqualified |
Owner | reference | → Users (null while in unassigned queue) | |
Score | number | yes | Derived 0–100 from the latest completed ScoringRuns; direct edits rejected. |
Subscribable | boolean | yes | Email opt-in flag, honored across outbound |
DoNotCall | boolean | yes | TCPA flag, honored across SDR dialer |
DisqualifyReason | select | BadFit, NoBudget, NotNow, NoResponse, Duplicate, Unsubscribed, BadData | |
DuplicateOf | reference | → Leads (self) — set by duplicate-detection workflow | |
ConvertedAt | date | Stamped by conversion workflow | |
CreatedAt | datetime | yes | Server creation timestamp. |
LastActivityAt | date | Rolled from LeadActivities | |
AssignedAE | reference | → Users | |
QualificationReason | longtext | ||
QualifiedBy | reference | → Users | |
QualifiedAt | datetime | ||
LatestScoringRun | reference | → ScoringRuns | |
ContactPolicy | select | yes | Unknown, Permitted, Restricted, Withdrawn |
ContactPolicyEvidence | attachment | ||
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
QualificationSubmittedBy | reference | → Users |
LeadActivitiesCalls, emails, meetings, web visits, page views, content downloads, form fills, and unsubscribes against a Lead. Both human-logged (SDR call) and machine-logged (web tracking, campaign engagement). Drives behavioral scoring rules.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Lead | reference | yes | → Leads |
Type | select | yes | Call, Email, Meeting, Task, PageVisit, EmailOpen, EmailClick, FormFill, ContentDownload, ChatTranscript, Unsubscribe |
Subject | text | ||
Owner | reference | → Users (null for machine-logged events) | |
StartAt | date | For meetings, calls | |
DurationMinutes | number | ||
DueDate | date | For tasks | |
CompletedAt | date | ||
Status | select | yes | Planned, InProgress, Completed, Cancelled |
Outcome | select | Connected, NoAnswer, LeftVoicemail, MeetingBooked, Bounced, Replied, OptedOut | |
ContentURL | text | The page URL or content asset for web-tracked rows | |
ActivityNumber | text | yes | |
StartTime | datetime | Planned meeting start in UTC. | |
EndTime | datetime | Planned meeting end after StartTime. | |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
LeadNotesFree-text notes against a Lead. Markdown body, author, pinned flag for the SDR's "next time you call this person, mention X" sticky note.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Lead | reference | yes | → Leads |
Body | text | yes | Markdown-friendly |
Author | reference | yes | → Users |
CreatedAt | datetime | yes | Server creation timestamp. |
Pinned | boolean | Pin to top of Lead 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 |
LeadAssignmentsHistorical record of every Owner change on a Lead — initial routing, manual reassignment, MQL handoff to AE, stale recycle back to the queue. Append-only audit. Sales Manager uses this to spot rep-shopping and unfair lead distribution.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Lead | reference | yes | → Leads |
AssignedTo | reference | → Users (null when assigned to UnassignedQueue) | |
AssignedBy | reference | → Users (system actor for workflow assignments) | |
AssignedFrom | reference | → Users (prior Owner; null on initial routing) | |
Rule | reference | → RoutingRules (null on manual reassignment) | |
Reason | select | yes | InitialRouting, MQLHandoff, ManualReassign, StaleRecycle, OutOfOffice, TerritoryRealignment, DuplicateMerge |
AssignedAt | date | yes | |
Notes | text | ||
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 | |
Status | select | yes | Recorded, Superseded |
ListsSaved segments of Leads — used for outbound cadences, event invites, and bulk operations. A List is a named container; its membership is in `ListMemberships`.master
| Field | Type | Required | Details |
|---|---|---|---|
ListCode | text | yes | |
Name | text | yes | |
Purpose | select | yes | OutboundCadence, EventInvite, NurtureSync, AdAudience, Suppression, Other |
Owner | reference | yes | → Users |
MemberCount | decimal | yes | Server-derived; fx: COUNT(ListMemberships where List = self AND Active = true) |
Description | text | ||
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. |
ListMembershipsOne row per Lead per List. Tracks when a Lead joined the List and (for suppression / outbound) the cadence step they're on.master
| Field | Type | Required | Details |
|---|---|---|---|
List | reference | yes | → Lists |
Lead | reference | yes | → Leads |
AddedAt | date | yes | |
AddedBy | reference | → Users | |
CadenceStep | number | For OutboundCadence purpose Lists | |
Active | boolean | yes | Set false when removed without deleting the row |
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
DuplicateClustersAuto-detected groups of Leads suspected to be duplicates of one another. Surfaced in the Duplicates To Merge view for Marketing Operations or Sales Manager review. The merge action picks a survivor and rewrites references on losing rows.transaction
| Field | Type | Required | Details |
|---|---|---|---|
ClusterCode | text | yes | |
MatchKey | select | yes | EmailExact, EmailDomain, PhoneExact, CompanyFuzzy, NameAndCompany, EnrichmentMatch |
MatchScore | number | yes | 0–100 confidence |
LeadCount | number | yes | Number of Leads in the cluster |
Status | select | yes | Detected, Submitted, Resolved, Rejected |
ResolvedBy | reference | → Users | |
ResolvedAt | date | ||
SurvivorLead | reference | → Leads (set on Merged) | |
DetectedAt | date | yes | |
PreparedBy | reference | → Users | |
ResolutionReason | longtext | ||
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 |
LeadConversionsOne durable CRM handoff intent per qualified lead. Pending and Unknown represent an unresolved external action; successful target identifiers and conversion facts are stored only after authenticated correlated acknowledgement.transaction
| Field | Type | Required | Details |
|---|---|---|---|
Lead | reference | yes | → Leads |
ConvertedBy | reference | yes | → Users; Account executive who created the intent; identifies initiator before completion. |
ConvertedAt | datetime | Required only when Status is Succeeded; server records the verified success time. | |
AccountRef | text | Acknowledged target account ID; required for Succeeded. | |
AccountAction | select | MatchedExisting, CreatedNew; required only when Status is Succeeded after target acknowledgement. | |
ContactRef | text | Acknowledged target contact ID; required for Succeeded. | |
OpportunityRef | text | Acknowledged target opportunity ID; required for Succeeded. | |
OpportunityName | text | ||
OpportunityAmount | decimal | Decimal amount in the parent currency. Initial estimated amount on conversion | |
Notes | text | ||
Status | select | yes | Draft, Pending, Succeeded, Failed, Unknown |
FailureReason | text | Set when Status = Failed | |
ConversionNumber | text | yes | |
CommandKey | text | yes | One durable conversion intent per lead; retries reuse it. |
TargetWorkspace | text | yes | |
TargetConnection | reference | yes | → IntegrationConnections |
AcknowledgedAt | datetime | ||
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
RequestedAt | datetime | yes | Server timestamp when the authorized conversion intent is created. |
LeadSettingsSingle-row global configuration for the lead-management engine — the MQL promotion threshold, stale-lead-recycle window, and duplicate-detection match score floor. One active row at a time.master
| Field | Type | Required | Details |
|---|---|---|---|
MQLThreshold | number | yes | Lead score crossing this triggers MQL promotion |
RecycleAfterDays | number | yes | Days before stale-lead-recycle fires (default 30) |
DuplicateMatchScore | number | yes | 0–100 threshold for dedup (default 85) |
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. |
ScoringRunsReproducible score calculation at an input revision and model version.transaction
| Field | Type | Required | Details |
|---|---|---|---|
RunNumber | text | yes | |
Lead | reference | yes | → Leads |
InputRevision | number | yes | |
RuleSetDigest | text | yes | |
Model | reference | → ScoringModels | |
Status | select | yes | Queued, Running, Completed, Failed, Superseded |
RuleScore | number | yes | |
SuggestedScore | number | Optional model suggestion; does not override policy. | |
AppliedScore | number | yes | |
Explanation | longtext | yes | |
StartedAt | datetime | yes | |
CompletedAt | datetime | ||
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. |
ScoringModelsApproved optional model configuration and allowed feature policy.master
| Field | Type | Required | Details |
|---|---|---|---|
ModelNumber | text | yes | |
Name | text | yes | |
ProviderReference | text | yes | |
Version | text | yes | |
AllowedFeatures | longtext | yes | |
ExcludedFeatures | longtext | yes | |
ScoreUse | select | yes | ExplanationOnly, BoundedContribution |
MaximumContribution | number | yes | |
PreparedBy | reference | yes | → Users |
ApprovedBy | reference | → Users | |
Status | select | yes | Draft, Submitted, Approved, Retired |
EffectiveFrom | 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. |
PriorityAlertsDeduplicated actionable score and follow-up notifications.transaction
| Field | Type | Required | Details |
|---|---|---|---|
AlertNumber | text | yes | |
Lead | reference | yes | → Leads |
Run | reference | yes | → ScoringRuns |
Owner | reference | yes | → Users |
AlertType | select | yes | ThresholdCrossed, FollowUpDue, ConversionFailure |
Status | select | yes | Open, Acknowledged, Resolved |
DueDate | date | yes | |
AcknowledgedAt | datetime | ||
WorkspaceKey | text | yes | Server-enforced workspace scope. |
Revision | number | yes | Compare-and-swap version; never client incremented. |
CreatedAt | datetime | yes | Server creation timestamp. |
ConsentEventsEvidence for contact policy changes and withdrawal.transaction
| Field | Type | Required | Details |
|---|---|---|---|
ConsentNumber | text | yes | |
Lead | reference | yes | → Leads |
Channel | select | yes | Email, Phone |
Decision | select | yes | Permitted, Restricted, Withdrawn |
Purpose | text | yes | |
Evidence | attachment | ||
OccurredAt | datetime | yes | |
SourceEventId | text | 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. |
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. |
DuplicateMembersFrozen candidate membership for an independently reviewed duplicate resolution.line
| Field | Type | Required | Details |
|---|---|---|---|
Cluster | reference | yes | → DuplicateClusters |
Lead | reference | yes | → Leads |
CandidateRevision | number | yes | |
ProposedSurvivor | boolean | yes | |
WorkspaceKey | text | yes | |
Revision | number | yes | |
CreatedAt | datetime | yes |