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- Manufacturing CRM
- Data model and import order
The tables behind Manufacturing CRM
Manufacturing CRM 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
- 7
- Change it
- Add fields and tables in Proto
How the model is organised
Accounts and access:
Accounts, Organizations, team members, Users. Keep customer companies and active internal identities connected to their owning entity.
Opportunity pipeline:
Opportunities references Accounts through Counterparty and team members through Owner, with Organization carrying legal context.
Engineering feasibility:
Engineering inquiries links Parent to Opportunities and Organization to Organizations; drawing revision describes the submitted technical file version.
Activities and evidence:
Relationship activities and record attachments use Parent to join the opportunity; uploaded by identifies the attachment's team members uploader.
Proposal and outcome review:
Review decisions carries source revision and Reviewer against the opportunity Parent.
Scope correction:
Use Opportunities, review decisions and operation receipts to retain the original scope and the supported correction evidence.
Operation reconciliation:
Operation receipts carries expected revision, operation key, result state and effect references against Parent.
Every table, by feature
- Accounts and access4
- Opportunity pipeline6
- Engineering feasibility6
- Activities and evidence4
- Proposal and outcome review6
- Scope correction6
- Operation reconciliation6
- Accounts
Customer and prospect companies that opportunities are sold to.
Linked to Organizations - Organizations
Legal business entities that own accounts, opportunities and team membership.
- Team members
Internal users with an organization membership, role name and time zone.
Linked to Organizations, Users - Users
Users
Linked to Users
- Opportunities
Sales opportunities with lifecycle status, expected value, expected close date and revision.
Linked to Organizations, Team members, Accounts - Accounts
Customer and prospect companies that opportunities are sold to.
Linked to Organizations - Team members
Internal users with an organization membership, role name and time zone.
Linked to Organizations, Users - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Engineering inquiries
Engineering feasibility inquiries submitted against an opportunity with drawing revision and material specification.
Linked to Opportunities, Organizations - Operation receipts
Idempotent receipts for guarded operations with result state and external reference.
Linked to Opportunities
- Engineering inquiries
Engineering feasibility inquiries submitted against an opportunity with drawing revision and material specification.
Linked to Opportunities, Organizations - Opportunities
Sales opportunities with lifecycle status, expected value, expected close date and revision.
Linked to Organizations, Team members, Accounts - Organizations
Legal business entities that own accounts, opportunities and team membership.
- Review decisions
Independent reviewer decisions recorded against an opportunity revision.
Linked to Opportunities, Team members - Record attachments
Uploaded evidence files linked to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for guarded operations with result state and external reference.
Linked to Opportunities
- Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Uploaded evidence files linked to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members - Opportunities
Sales opportunities with lifecycle status, expected value, expected close date and revision.
Linked to Organizations, Team members, Accounts - Team members
Internal users with an organization membership, role name and time zone.
Linked to Organizations, Users
- Opportunities
Sales opportunities with lifecycle status, expected value, expected close date and revision.
Linked to Organizations, Team members, Accounts - Review decisions
Independent reviewer decisions recorded against an opportunity revision.
Linked to Opportunities, Team members - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Uploaded evidence files linked to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for guarded operations with result state and external reference.
Linked to Opportunities - Team members
Internal users with an organization membership, role name and time zone.
Linked to Organizations, Users
- Opportunities
Sales opportunities with lifecycle status, expected value, expected close date and revision.
Linked to Organizations, Team members, Accounts - Team members
Internal users with an organization membership, role name and time zone.
Linked to Organizations, Users - Review decisions
Independent reviewer decisions recorded against an opportunity revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for guarded operations with result state and external reference.
Linked to Opportunities - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Uploaded evidence files linked to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members
- Operation receipts
Idempotent receipts for guarded operations with result state and external reference.
Linked to Opportunities - Opportunities
Sales opportunities with lifecycle status, expected value, expected close date and revision.
Linked to Organizations, Team members, Accounts - Review decisions
Independent reviewer decisions recorded against an opportunity revision.
Linked to Opportunities, Team members - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Uploaded evidence files linked to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members - Engineering inquiries
Engineering feasibility inquiries submitted against an opportunity with drawing revision and material specification.
Linked to Opportunities, Organizations
Keys and references
Import stable record identifiers and resolve references before loading dependent records. Accounts.Code identifies the customer mapping, while Opportunities.record number identifies the human-facing deal. Keep Opportunities.Revision and engineering inquiries.Revision distinct. Review decisions.source revision records the opportunity revision, while operation receipts.expected revision records the expected revision for its declared action. Match each value to the record the action actually checks.
Review decisions.Parent references Opportunities. Agree how operation key and retained effect references bind the decision to engineering inquiries.Id, Revision and drawing revision when reviewing an inquiry. Sharing an opportunity Parent does not identify a particular inquiry or its submitted scope.
Record attachments references the opportunity rather than an inquiry. Agree how evidence type and supporting references identify the applicable drawing when an opportunity has different technical requests. Operation receipts also references the opportunity; external reference and effect references are text that need an agreed interpretation, not automatically resolved foreign keys. Preserve the published Users.User self-reference and map team members.User to the actual user identity during migration.
Migration order
- Establish Organizations and Users with stable identifiers and the agreed identity mapping.
- Load Accounts and team members, then verify active membership and customer organization context.
- Load Opportunities with valid Counterparty and Owner references and preserved revisions.
- Load engineering inquiries, relationship activities and record attachments against their existing opportunity Parent; retain original file evidence and dates.
- Load review decisions and operation receipts with their original revisions, keys and effect references. Reconcile the source and rehearse denied access before release.
Set up Manufacturing CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.