Lesson 1Entity: Company/Account — key fields wid data types an reasons (company name, domain, industry, size, billin address, account owner, etc.)Dis section define di Company or Account entity fi agency dem, outlinin key identification, segmentation, an ownership fields, plus address an billin data dat support territory plannin, invoicin, an long term account management fi keep tings smooth.
Core identity fields an uniqueness rulesDomain, website, an enrichment optionsIndustry, size, an firmographic tagsBillin an shippin address modelinAccount ownership an territory logicParent child an group account structuresLesson 2Normalization vs denormalization trade-offs fi performance an reportinDis section analyze normalization an denormalization strategies inna CRM, explainin how fi design tables an fields fi performance, reportin, an integrations while avoidin duplication, inconsistency, an unnecessary complexity inna yuh setup.
Normalization goals an normal formsCommon denormalization techniquesPerformance impacts an indexinReportin an analytics trade offsIntegration an data sync concernsGuidelines fi pragmatic modelinLesson 3Entity: Activity/Interaction — key fields wid data types an reasons (type, subject, date/time, outcome, related entity, notes, duration)Dis section explain di Activity or Interaction entity, definin key fields, data types, an reasons dat capture emails, calls, meetins, an tasks, ensurin a complete engagement history cross leads, contacts, an opportunities fi better trackin.
Activity types an controlled vocabulariesSubject, description, an note takinDate, time, an time zone handlinOutcomes, statuses, an follow up rulesLinkin activities to related CRM recordsDuration, effort, an productivity metricsLesson 4Entity: Contact — key fields wid data types an reasons (first/last name, email, phone, role, linked account, preferred contact method, etc.)Dis section define di Contact entity, coverin personal an professional fields, communication preferences, an links to accounts an opportunities, enablin precise targetin, personalization, an relationship trackin fi yuh business.
Identity fields an name formattinEmail, phone, an channel detailsJob role, seniority, an influencePreferred contact times an methodsLinkin contacts to accountsContact roles on deals an projectsLesson 5Entity: Opportunity — key fields wid data types an reasons (name, value, currency, stage, close date, probability, product/service type, sales owner)Dis section detail di Opportunity entity fi software agency dem, coverin essential fields, recommended data types, an design reasons dat support forecastin, pipeline visibility, revenue attribution, an consistent sales reportin.
Core identification fields an namin rulesMonetary fields, currency, an exchange handlinStage modelin an sales process alignmentClose date, probability, an forecastin logicProduct or service classification structuresOwnership, teams, an access controlLesson 6Entity: Lead — key fields wid data types an reasons (source, status, score, created date, owner, etc.)Dis section focus on di Lead entity, detailin fields, data types, an reasons fi capturin new prospects, trackin source an status, scorin intent, an preparin clean conversion into contacts, accounts, an opportunities.
Lead capture fields an validation rulesSource, campaign, an attribution dataLead status, stages, an SLA policiesScorin models an intent indicatorsOwnership, routin, an assignmentConversion mappin to core entitiesLesson 7Entity relationship patterns an cardinality (one-to-many, many-to-many via junction table, polymorphic activities)Dis section cover CRM relationship patterns, includin one to many, many to many via junction entities, an polymorphic activities, explainin when fi use each pattern an how dem affect reportin, automation, an data integrity.
One to many relationships an ownershipMany to many via junction entitiesModelin contact roles on opportunitiesPolymorphic activity relationshipsLookup versus master detail choicesImpact on reportin an rollup fieldsLesson 8Overview of standard CRM entities an purpose (Lead, Contact, Account/Company, Opportunity, Activity/Interaction)Dis section introduce standard CRM entities used inna software agency dem, clarifyin di distinct purpose of Leads, Contacts, Accounts or Companies, Opportunities, an Activities, an how dem work together inna di revenue lifecycle.
Lead versus Contact distinctionsAccount or Company core purposeOpportunity as revenue containerActivity as engagement historyTypical lifecycle from lead to clientCross entity data flow an handoffsLesson 9Entity extension points: custom fields, picklists, formula fields, calculated fieldsDis section explore entity extension options, includin custom fields, picklists, formulas, an calculated fields, showin how fi add agency specific data while preservin usability, performance, an upgrade safe configurations.
When to add custom fields an whyDesignin picklists an option setsFormula an calculated field patternsUsin rollup an summary calculationsManagin technical debt inna metadataGovernance, namin, an documentation
