The tables behind CRM

Unqualified inbound prospects.

Scoring signals contributing to a lead’s composite score.

Versioned ordered assignment rules and atomic round-robin cursor.

Auditable routing/reassignment result retains former ownership and matched input evidence.

Companies or households being sold to. The customer-360 anchor.

Individual people at an account.

Buying-committee members on an opportunity.

Calls, meetings, and tasks against leads / contacts / opportunities.

Optional in-CRM cases when Customer Support is not a separate app. Used for service escalations touching sales conversations.

Independent effective changes, merges and realignments retain old/new identifiers and surviving history.

Canonical recipient/channel/purpose preferences and most-restrictive suppression survive duplicate records and merges.

Legal/selling entities with explicit currency, operating policy and accounting handoff ownership.

CRM users — reps, managers, admins, marketers.

Named-account or geo territories.

Qualified deals in the pipeline.

Products on an opportunity.

Periods for which forecasts are submitted.

Versioned rep submissions and explicitly identified manager rollups per period/category, each with immutable source membership.

Immutable actual stage, owner, amount, currency and close transitions preserve funnel/forecast cohorts.

Immutable opportunity-level membership under a specific rep or manager forecast submission.

Reproducible grouped pipeline snapshot supplies the two aggregate screens with real summary columns.

Sellable products and services.

Named price lists (Standard, Partner, Enterprise, Regional).

Product price in a specific price book.

Customer-facing priced proposals.

Products and prices on a quote.

Effective technical compatibility and configuration rules separate from commercial discount authority.

Chosen product/option combination and frozen rule results bound to exact quote version.

Immutable exact offer, terms, plan, message, forecast or statement content and authority population.

Scoped exact-version decision with actual actor, limit and conflict evidence.

Independent approved version of commercial, commission, communication, receivable and workflow rules.

Approved ISO currencies and exact rounding scale.

Versioned directional rate evidence frozen on conversions and snapshots.

Configured tax authority, supply facts and exact assessed amount for proposal or invoice version.

Signed agreements with customers.

Accepted line commitment preserves net price, cadence, term and recurring versus one-time/usage basis.

One accepted billing/delivery occurrence per line/period; recurrence cannot generate duplicate orders or invoices.

Upcoming contract renewals tracked as a pipeline.

All required signatures or reviewed equivalent acceptance on the exact current contract version.

Fulfilment orders generated from closed-won contracts.

Fulfilment line items.

Customer invoices generated by AR on order fulfilment.

Billed line items.

Atomic accepted line/cycle quantities and amounts allocated to staged orders and eligible invoice scope.

Actual partial delivery/provisioning acceptance from verified external or manual evidence, not a header status.

Measured accepted usage per contract line/period and source identity, with correction lineage.

Evidenced incoming cash or reconciled external AR receipt, with unchanged original amount and separate applications.

Separate payment and invoice currency portions, noncash settlement and reversals, bounded by current available balances.

Positive credit-note magnitude with original invoice/line tax and net provenance, leaving historical cash intact.

Same-entity/customer/currency credit allocation or reserved surplus for a refund.

Independently authorised external cash refund funded either by unapplied receipt cash or surplus credit, never both.

Unique eligible overdue-invoice reminder under balance, dispute, suppression and cadence rules.

Authenticated external/manual evidence and one-time source effects across capture, signature, cash, usage, messages and payouts.

Durable destination intent and acknowledgement separate from contract acceptance, invoice issue or payout settlement.

Marketing campaigns.

Leads/contacts attributed to a campaign with response tracking.

Tracked email sends with open/click/reply events.

Versioned target criteria and recipient snapshot for channel campaigns.

One canonical recipient/channel/purpose message with current suppression check and actual send evidence.

Frozen attributable pipeline/bookings/collection share prevents one sale being fully counted for every touch.

CRM users — reps, managers, admins, marketers.

Named-account or geo territories.

Named commission schemes applied to reps.

Approved effective per-earner/territory/period quota versions with common currency and attainment basis.

Immutable earned commission from the accepted or collected source event required by the frozen plan, with marginal attainment and original earner attribution.

Monthly payout rollup per earner.

Accepted earning attribution and quota basis per actual earner, independent of later account ownership.

Attributable clawback, dispute resolution, SPIF or correction with independent review; never edit an earned commission.

Independent approved payout request and verified settlement, with durable uncertainty and rejection handling.

Reviewed source/entity/cutoff import and nonposting baseline that suppresses historical automation.

Stable source-to-target mapping and immutable original financial/commercial/communication history.