Schema
Schema as of Jul 2 · Read-onlySearch bases, tables, fields…Base▾Table▾Field type▾TreeFlatInclude deleted24 of 180
| Name | Type | Description |
|---|---|---|
| Sales CRM | Base | CRM master base |
| Deals | Table · 12 fields | Open and closed deals |
| Stage | Single select | Pipeline position |
| Amount | Currency | Deal value |
| Weighted Value | Formula | Amount × Probability |
| Contacts | Table · 8 fields | People and companies |
| — no description |
Fields: 24 of 180▾Bases▾Hide unlinked− 100% +Fit
Deals
Stageselect
Amountcurrency
Contactlink →
Contacts
Nametext
Emailemail
Companylink →
Companies
Nametext
Tierselect
ER diagram — pan / zoom canvas (static preview)
All bases ▸ All tables▾Type▾LinkedRollupLookupInclude removedTreeFlat31
| From | Type | To | Via field | |
|---|---|---|---|---|
| Deals | Linked | Contacts | Primary contact | |
| Deals | Rollup | Contacts | Contact count | |
| Invoices | Lookup | Deals | Amount | |
| Deals | Synced Inferred | Projects | — | ConfirmDismiss |
Base▾Search automations…Include removedNew automation
Sales CRM · 3
| Name | Status | Trigger | Tagged |
|---|---|---|---|
| Notify deal owner | Active | Record enters “Won” | 2 tagged |
| Weekly pipeline digest | Inactive | Every Monday 9:00 | 1 tagged |
| Sync to Slack | Active | Record updated | 3 tagged |
Base▾Search interfaces…New interface
| Name | Type | Status |
|---|---|---|
| Sales CRM | Base | |
| Pipeline | Interface · 2 pages | Published |
| Overview | Page | |
| Deal detail | Page | |
| Team hub | Interface · 1 page | Not published |
Base▾Table▾Change type▾Last 30 days▾
Jul 2
+Field added · Deals.Forecast
✎Field renamed · Amount → Deal AmountData change
−Table removed · ArchiveData change
Jul 1
⚙Automation turned off · Weekly pipeline digest
Sales CRMMarketingOperationsCategory▾
78/ 100Fair
Descriptions62%
Structure90%
Naming71%
!18 fields missing descriptions
!3 tables with no primary link
Search docs…Tag▾New doc
| Title | Tags | Updated |
|---|---|---|
| Data model overview | Sales CRM Deals | Jul 1 |
| Onboarding schema | Contacts | Jun 20 |
| Formula reference | Weighted Value | Jun 12 |
New chat
Undocumented fields in Sales CRMJul 2
What links to Companies?Jul 1
Formula fields overviewJun 28
Undocumented fields in Sales CRM
Convert to doc
Which tables in Sales CRM have undocumented fields?
Three tables in Sales CRM have fields with no description: Deals (4 fields), Contacts (2), and Activities (1). The most linked of these is Deals.Stage, referenced by two rollups.
References
Deals
Contacts
Activities
Draft a description for Deals.Stage.
Suggested: “The current position of a deal in the sales pipeline (e.g. Lead, Qualified, Won). Drives the Weighted Value rollup and the Pipeline interface grouping.” Want me to save this as a doc?
Ask about your schema…
Context
Sales CRM Deals Nav variant