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- Property Listing Portal
- Data model
The tables behind Property Listing Portal
Property Listing Portal 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, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and parties
Organizations owns the operating scope. Accounts holds clients, sellers and counterparties; team members links staff to Organizations and Users.
Engagement and property
Opportunities holds the owner, counterparty, stage, expected value and close date. Listings holds the property's address, type, asking price, publication date, status and revision.
Work and evidence
Relationship activities records calls, meetings, emails and tasks. Record attachments stores authorization files. Review decisions records an independent decision on a source revision.
Guarded actions
Operation receipts stores action keys, expected revisions, results and reconciliation detail.
Every table, by feature
- Opportunities8
- Listings6
- Accounts4
- Relationship activities4
- Review and evidence5
- Operations control4
- Shared and settings1
- Opportunities
Listing engagements worked by relationship owners from new through won or lost.
Linked to Organizations, Team members, Accounts - Accounts
Clients, sellers and counterparties associated with listing opportunities.
Linked to Organizations - Organizations
Brokerage organizations that own listings and relationship records.
- Team members
Brokerage staff and reviewers who own and moderate listing work.
Linked to Organizations, Users - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Owner authorization and supporting evidence files linked to an opportunity.
Linked to Opportunities, Team members - Review decisions
Independent moderation decisions recorded for a frozen listing revision.
Linked to Opportunities, Team members - Operation receipts
Durable receipts for every guarded action, retry and reconciliation.
Linked to Opportunities
- Listings
Owner-authorized property listings published against an opportunity.
Linked to Opportunities, Organizations - Opportunities
Listing engagements worked by relationship owners from new through won or lost.
Linked to Organizations, Team members, Accounts - Organizations
Brokerage organizations that own listings and relationship records.
- Record attachments
Owner authorization and supporting evidence files linked to an opportunity.
Linked to Opportunities, Team members - Review decisions
Independent moderation decisions recorded for a frozen listing revision.
Linked to Opportunities, Team members - Team members
Brokerage staff and reviewers who own and moderate listing work.
Linked to Organizations, Users
- Accounts
Clients, sellers and counterparties associated with listing opportunities.
Linked to Organizations - Organizations
Brokerage organizations that own listings and relationship records.
- Opportunities
Listing engagements worked by relationship owners from new through won or lost.
Linked to Organizations, Team members, Accounts - Record attachments
Owner authorization and supporting evidence files linked to an opportunity.
Linked to Opportunities, Team members
- Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Opportunities
Listing engagements worked by relationship owners from new through won or lost.
Linked to Organizations, Team members, Accounts - Team members
Brokerage staff and reviewers who own and moderate listing work.
Linked to Organizations, Users - Record attachments
Owner authorization and supporting evidence files linked to an opportunity.
Linked to Opportunities, Team members
- Record attachments
Owner authorization and supporting evidence files linked to an opportunity.
Linked to Opportunities, Team members - Review decisions
Independent moderation decisions recorded for a frozen listing revision.
Linked to Opportunities, Team members - Listings
Owner-authorized property listings published against an opportunity.
Linked to Opportunities, Organizations - Opportunities
Listing engagements worked by relationship owners from new through won or lost.
Linked to Organizations, Team members, Accounts - Team members
Brokerage staff and reviewers who own and moderate listing work.
Linked to Organizations, Users
- Operation receipts
Durable receipts for every guarded action, retry and reconciliation.
Linked to Opportunities - Opportunities
Listing engagements worked by relationship owners from new through won or lost.
Linked to Organizations, Team members, Accounts - Listings
Owner-authorized property listings published against an opportunity.
Linked to Opportunities, Organizations - Review decisions
Independent moderation decisions recorded for a frozen listing revision.
Linked to Opportunities, Team members
Keys and references
Opportunities.Organization points to Organizations; Opportunities.Owner points to team members; Opportunities.Counterparty points to Accounts. Listings.Parent, relationship activities.Parent, record attachments.Parent, review decisions.Parent and operation receipts.Parent all point to Opportunities. Listings.Organization points to Organizations. Review decisions.Reviewer and record attachments.uploaded by point to team members. Team members.User points to Users. Keep the parent opportunity and organization consistent when importing a listing.
Migration order
- Import Organizations, then Users and team members with valid membership.
- Import Accounts under the correct organization.
- Import Opportunities with owner and counterparty references.
- Import Listings and relationship activities against the parent opportunity.
- Import record attachments, review decisions and operation receipts only with their original evidence and keys intact.
- Check a representative listing’s full chain before routine use.
Set up Property Listing Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.