Masters

CRM masters — 12 entities with their key fields and relationships.

Reference data with an independent lifecycle: created once, referenced many times.

12 entities in CRM.

Appointment

Schedules a meeting between a Lead or Customer and an Employee, with calendar and notification details.

Naming: format APMT-{customer_name}-{####} · 18 fields · 0 inbound refs

Key fields

Field	Type	Req	Label
`customer_name`	Data	yes	Name
`scheduled_time`	Datetime	yes	Scheduled Time
`status`	Select	yes	Status
`customer_email`	Data	yes	Email

Relationships

Field	Type	References
`appointment_with`	Link	DocType (fw)
`calendar_event`	Link	Event (fw)
`party`	Dynamic Link	resolved via `appointment_with`

Campaign

Groups sales and marketing activity under one initiative so resulting Leads, Opportunities, and transactions can be attributed to it.

Naming: Naming Series · 7 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`campaign_name`	Data	yes	Campaign Name
`naming_series`	Select		Naming Series
`description`	Text		Description

Relationships

Field	Type	References	Req
`campaign_schedules`	Table	Campaign Email Schedule

Competitor

Identifies a competing organization that can be associated with an Opportunity.

Naming: field competitor_name · 2 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`competitor_name`	Data	yes	Competitor Name
`website`	Data		Website

Relationships

No outgoing relationships.

Contract Template

Defines reusable contract text and optional fulfilment terms that can be copied into a Contract.

Naming: field title · 7 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`title`	Data		Title

Relationships

Field	Type	References	Req
`fulfilment_terms`	Table	Contract Template Fulfilment Terms

Email Campaign

Schedules a sequence of emails to a Lead, Contact, or other selected recipient under a Campaign.

Naming: format MAIL-CAMP-{YYYY}-{#####} · 8 fields · 0 inbound refs

Key fields

Field	Type	Req	Label
`status`	Select		Status
`start_date`	Date	yes	Start Date
`email_campaign_for`	Select	yes	Email Campaign For

Relationships

Field	Type	References	Req
`campaign_name`	Link	Campaign	yes
`sender`	Link	User (fw)
`recipient`	Dynamic Link	resolved via `email_campaign_for`

Lead

Represents an unqualified person or organization that may become a Customer.

Naming: Naming Series · 71 fields · 3 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select		Series
`company_name`	Data		Organization Name
`status`	Select	yes	Status
`title`	Data		Title
`job_title`	Data		Job Title
`disabled`	Check		Disabled

Relationships

Field	Type	References
`company`	Link	Company
`country`	Link	Country (fw)
`customer`	Link	Customer
`gender`	Link	Gender (fw)
`industry`	Link	Industry Type
`language`	Link	Language (fw)
`lead_owner`	Link	User (fw)
`market_segment`	Link	Market Segment
`qualified_by`	Link	User (fw)
`salutation`	Link	Salutation (fw)
`territory`	Link	Territory
`utm_campaign`	Link	UTM Campaign (fw)
`utm_medium`	Link	UTM Medium (fw)
`utm_source`	Link	UTM Source (fw)
`notes`	Table	CRM Note

Market Segment

Defines a reusable market classification for Leads, Prospects, and Opportunities.

Naming: field market_segment · 1 fields · 4 inbound refs

Relationships

No outgoing relationships.

Opportunity

Represents a qualified sales deal with an expected value, probability, stage, and source party.

Naming: Naming Series · 83 fields · 6 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Data		Customer Name
`title`	Data		Title
`status`	Select	yes	Status
`transaction_date`	Date	yes	Opportunity Date
`first_response_time`	Duration		First Response Time

Relationships

Field	Type	References	Req
`amended_from`	Link	Opportunity
`company`	Link	Company	yes
`contact_person`	Link	Contact (fw)
`country`	Link	Country (fw)
`currency`	Link	Currency (fw)
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`industry`	Link	Industry Type
`language`	Link	Language (fw)
`market_segment`	Link	Market Segment
`opportunity_from`	Link	DocType (fw)	yes
`opportunity_owner`	Link	User (fw)
`opportunity_type`	Link	Opportunity Type
`sales_stage`	Link	Sales Stage
`territory`	Link	Territory
`utm_campaign`	Link	UTM Campaign (fw)
`utm_medium`	Link	UTM Medium (fw)
`utm_source`	Link	UTM Source (fw)
`competitors`	Table MultiSelect	Competitor Detail
`items`	Table	Opportunity Item
`lost_reasons`	Table MultiSelect	Opportunity Lost Reason Detail
`notes`	Table	CRM Note
`party_name`	Dynamic Link	resolved via `opportunity_from`

Opportunity Lost Reason

Defines a reusable reason for marking an Opportunity as lost.

Naming: field lost_reason · 1 fields · 1 inbound ref

Relationships

No outgoing relationships.

Opportunity Type

Defines a reusable category for classifying Opportunities.

Naming: user prompt · 1 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`description`	Small Text		Description

Relationships

No outgoing relationships.

Prospect

Represents an organization being pursued before it becomes a Customer and groups its Leads, Opportunities, contacts, and addresses.

Naming: field company_name · 31 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`annual_revenue`	Currency		Annual Revenue

Relationships

Field	Type	References	Req
`company`	Link	Company	yes
`customer_group`	Link	Customer Group
`industry`	Link	Industry Type
`market_segment`	Link	Market Segment
`prospect_owner`	Link	User (fw)
`territory`	Link	Territory
`leads`	Table	Prospect Lead
`notes`	Table	CRM Note
`opportunities`	Table	Prospect Opportunity

Sales Stage

Defines a reusable stage in the Opportunity sales cycle.

Naming: field stage_name · 1 fields · 1 inbound ref

Relationships

No outgoing relationships.