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- Logistics CRM
- Data Model
The tables behind Logistics CRM
Logistics 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
Organization records
Organizations, Accounts and team members set the operating scope, counterparty directory and membership. Users supplies the platform user reference.
Commercial records
Opportunities anchors the owned pursuit. Lane opportunities records a quote basis; relationship activities records the contact and follow-up history.
Review evidence
Review decisions records independent decisions. Record attachments carries files. Operation receipts records guarded action attempts and their results.
Reference rates
Exchange rates stores effective currency rates available to the app.
Every table, by feature
- Shipper Accounts5
- Opportunity Pipeline7
- Lane Qualification5
- Relationship Activity4
- Review Decisions5
- Operation Evidence5
- Shared and settings1
- Accounts
Shipper and counterparty directory scoped to an organization.
Linked to Organizations - Organizations
Operating organizations that scope every other record in the app.
- Team members
Membership records linking a platform user to an organization and role.
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Core pipeline record for a shipper relationship and its expected value.
Linked to Organizations, Team members, Accounts
- Opportunities
Core pipeline record for a shipper relationship and its expected value.
Linked to Organizations, Team members, Accounts - Accounts
Shipper and counterparty directory scoped to an organization.
Linked to Organizations - Team members
Membership records linking a platform user to an organization and role.
Linked to Organizations, Users - Relationship activities
Activity history lines attached to an opportunity.
Linked to Opportunities - Lane opportunities
Domain extension capturing a shipper lane quote basis for qualification.
Linked to Opportunities, Organizations - Review decisions
Independent review decision recorded against a source revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipt for every guarded action executed against an opportunity.
Linked to Opportunities
- Lane opportunities
Domain extension capturing a shipper lane quote basis for qualification.
Linked to Opportunities, Organizations - Opportunities
Core pipeline record for a shipper relationship and its expected value.
Linked to Organizations, Team members, Accounts - Organizations
Operating organizations that scope every other record in the app.
- Review decisions
Independent review decision recorded against a source revision.
Linked to Opportunities, Team members - Record attachments
Evidence files attached to an opportunity with visibility scope.
Linked to Opportunities, Team members
- Relationship activities
Activity history lines attached to an opportunity.
Linked to Opportunities - Opportunities
Core pipeline record for a shipper relationship and its expected value.
Linked to Organizations, Team members, Accounts - Team members
Membership records linking a platform user to an organization and role.
Linked to Organizations, Users - Record attachments
Evidence files attached to an opportunity with visibility scope.
Linked to Opportunities, Team members
- Review decisions
Independent review decision recorded against a source revision.
Linked to Opportunities, Team members - Opportunities
Core pipeline record for a shipper relationship and its expected value.
Linked to Organizations, Team members, Accounts - Lane opportunities
Domain extension capturing a shipper lane quote basis for qualification.
Linked to Opportunities, Organizations - Team members
Membership records linking a platform user to an organization and role.
Linked to Organizations, Users - Relationship activities
Activity history lines attached to an opportunity.
Linked to Opportunities
- Operation receipts
Idempotent receipt for every guarded action executed against an opportunity.
Linked to Opportunities - Record attachments
Evidence files attached to an opportunity with visibility scope.
Linked to Opportunities, Team members - Opportunities
Core pipeline record for a shipper relationship and its expected value.
Linked to Organizations, Team members, Accounts - Team members
Membership records linking a platform user to an organization and role.
Linked to Organizations, Users - Review decisions
Independent review decision recorded against a source revision.
Linked to Opportunities, Team members
Keys and references
The opportunity’s organization, owner and counterparty point to Organizations, team members and Accounts. Lane opportunities, relationship activities, record attachments, review decisions and operation receipts point back to Opportunities through Parent. A decision also points to its Reviewer; an attachment points to uploaded by. Keep these links when moving historical records so the evidence for a customer result stays together. The operation key and source revision identify what was attempted and what was reviewed.
Migration order
- Bring in Organizations and the platform Users needed for membership.
- Add team members and Accounts with their organization references.
- Add Opportunities with valid owners and counterparties.
- Add lane opportunities and relationship activities linked to their parent opportunities.
- Add record attachments, review decisions and operation receipts with their parent, uploader or reviewer references.
- Bring in exchange rates where the operating team uses effective currency rates.
Set up Logistics CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.