CRM

Sales pipelines and the deals moving through them.

Packs are versioned with the standard, currently 0.1.0. Each model below has its own version.

Models

Model	Version	Description
Deal	v1	A potential sale to an Organization or a Person, tracked through a Pipeline, with an amount, a probability and an expected close.
Pipeline	v1	An ordered set of stages that Deals move through, each mapped to one of the standard categories open, won or lost.

Extensions

Fields this pack adds to other models.

Deal

Extension	Type	Notes
`ext.crm.deal_source`	string	Where this deal came from: the channel, campaign or referral that produced the opportunity. Named deal_source because the envelope's source object holds import provenance.
`ext.crm.line_items`	object	The products on the deal before a quote or invoice exists: an object { lines: [ { product (a Product id), description, quantity (decimal string), unit_price { amount, currency } } ] }. Quantities and prices belong on the Invoice once one exists.
`ext.crm.lost_reason`	string	Why the deal was lost, in the team's own words or vocabulary.
`ext.crm.won_reason`	string	Why the deal was won, in the team's own words or vocabulary.

Organization

Extension	Type	Notes
`ext.crm.annual_revenue`	Money	Annual revenue as Money { amount, currency }, as reported or estimated.
`ext.crm.employees`	int	Number of employees; a band from the source (1-10, 11-50) is kept in source.payload.
`ext.crm.industry`	string	The organization's industry in the workspace's own vocabulary; every CRM ships a different picklist.
`ext.crm.lifecycle_stage`	enum(subscriber\|lead\|marketing_qualified_lead\|sales_qualified_lead\|opportunity\|customer\|evangelist\|other)	Where this organization stands in the marketing and sales lifecycle, from subscriber to evangelist.

Person

Extension	Type	Notes
`ext.crm.lifecycle_stage`	enum(subscriber\|lead\|marketing_qualified_lead\|sales_qualified_lead\|opportunity\|customer\|evangelist\|other)	Where this person stands in the marketing and sales lifecycle, from subscriber to evangelist (the HubSpot stages, snake_case). A lead is a Person with lifecycle_stage lead; there is no Lead model.
`ext.crm.source`	string	Where this person came from: the channel or campaign that produced the contact (organic search, referral, event, paid social).