Lesson 1Entity: Company/Account — key fields with data types and reasons (company name, domain, industry, size, billing address, account owner, etc.)This part explains the Company or Account entity for agencies in Zambia, listing key fields for identification, grouping, and ownership, including address and billing info that help with planning areas, invoicing, and managing accounts over time.
Main identity fields and unique rulesDomain, website, and adding more infoIndustry, size, and company details tagsBilling and shipping address setupAccount ownership and area planningParent-child and group account setupsLesson 2Balancing data organisation vs adding extras for speed and reportsThis part looks at ways to organise and add extra data in CRM, showing how to set up tables and fields for better speed, reports, and connections while avoiding repeats, mix-ups, and too much complication in Zambian projects.
Goals of organising data and formsCommon ways to add extra dataEffects on speed and searchingTrade-offs for reports and analysisConnections and data matching issuesTips for practical data setupLesson 3Entity: Activity/Interaction — key fields with data types and reasons (type, subject, date/time, outcome, related entity, notes, duration)This part covers the Activity or Interaction entity, explaining key fields, types, and reasons to record emails, calls, meetings, and tasks, making sure we have full history of dealings with leads, contacts, and chances in Zambia.
Types of activities and set wordsSubject, description, and note writingDate, time, and time zone managementOutcomes, statuses, and follow-up rulesConnecting activities to CRM recordsDuration, effort, and work measuresLesson 4Entity: Contact — key fields with data types and reasons (first/last name, email, phone, role, linked account, preferred contact method, etc.)This part sets out the Contact entity, including personal and work fields, contact choices, and links to accounts and chances, helping with exact targeting, personal touch, and tracking relations in Zambian businesses.
Identity fields and name setupEmail, phone, and channel detailsJob role, level, and influenceBest contact times and waysLinking contacts to accountsContact roles in deals and projectsLesson 5Entity: Opportunity — key fields with data types and reasons (name, value, currency, stage, close date, probability, product/service type, sales owner)This part details the Opportunity entity for software agencies in Zambia, covering must-have fields, suggested types, and reasons that help with predicting sales, seeing the pipeline, linking revenue, and steady sales reports.
Main identification fields and namingMoney fields, currency, and exchangeStage setup and sales process matchClose date, chance, and prediction logicProduct or service groupingOwnership, teams, and access rulesLesson 6Entity: Lead — key fields with data types and reasons (source, status, score, created date, owner, etc.)This part focuses on the Lead entity, explaining fields, types, and reasons for catching new prospects, tracking where they come from and status, scoring interest, and readying clean change to contacts, accounts, and chances in Zambia.
Lead catching fields and checksSource, campaign, and credit dataLead status, stages, and service rulesScoring ways and interest signsOwnership, sending, and assigningChange mapping to main entitiesLesson 7Entity connection patterns and numbers (one-to-many, many-to-many via junction table, flexible activities)This part covers CRM connection patterns, like one to many, many to many through junction entities, and flexible activities, explaining when to use each and how they affect reports, auto tasks, and data safety in Zambian setups.
One to many connections and ownershipMany to many via junction entitiesSetting contact roles on chancesFlexible activity connectionsLookup vs main detail choicesEffects on reports and summary fieldsLesson 8Overview of main CRM entities and their purposes (Lead, Contact, Account/Company, Opportunity, Activity/Interaction)This part introduces main CRM entities used in software agencies in Zambia, making clear the different jobs of Leads, Contacts, Accounts or Companies, Opportunities, and Activities, and how they fit in the money-making cycle.
Lead vs Contact differencesAccount or Company main jobOpportunity as money holderActivity as dealing historyUsual cycle from lead to clientData flow and handovers between entitiesLesson 9Entity extension points: custom fields, choice lists, formula fields, calculated fieldsThis part looks at ways to extend entities, like adding custom fields, choice lists, formulas, and calculated fields, showing how to include agency-specific data in Zambia while keeping it easy to use, fast, and safe for updates.
When to add custom fields and whySetting up choice lists and optionsFormula and calculated field waysUsing summary and total calculationsHandling tech debt in data setupRules, naming, and records
