entity-reference

CRM Entities

Entities for contacts, sales pipelines, pipeline stages, and deals.

Contact (OrganizationContact)

ColumnTypeDescription
namestringContact/company name
contactTypeenumCUSTOMER, CLIENT, LEAD, VENDOR, PARTNER
primaryEmailstring?Primary email
primaryPhonestring?Primary phone
imageUrlstring?Avatar/logo
budgetnumber?Client budget
budgetTypeenum?HOURS or COST
notesstring?Notes

Relations: members (ManyToMany Employee), projects (OneToMany OrganizationProject), invoices (ManyToMany Invoice), tags (ManyToMany Tag)

Pipeline

ColumnTypeDescription
namestringPipeline name
descriptionstring?Description
isActivebooleanActive status

Relations: stages (OneToMany PipelineStage)

PipelineStage

ColumnTypeDescription
namestringStage name
descriptionstring?Description
indexnumberOrder index
pipelineIdUUIDFK to pipeline

Relations: deals (OneToMany Deal)

Deal

ColumnTypeDescription
titlestringDeal title
probabilitynumber?Win probability (0-100)
stageIdUUIDFK to pipeline stage
clientIdUUID?FK to contact
createdByUserIdUUID?FK to creator

Relations: stage (ManyToOne PipelineStage), client (ManyToOne OrganizationContact)

Entity Relationships

Diagram; its source is available below
Diagram source
erDiagram
    Pipeline ||--o{ PipelineStage : has
    PipelineStage ||--o{ Deal : contains
    Deal }o--o| OrganizationContact : client
    OrganizationContact ||--o{ OrganizationProject : sponsors
    OrganizationContact }o--o{ Employee : members

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