Entities
Relationships
- Account has many Contacts.
- Account has many Opportunities.
- Opportunity has many Activities.
- Opportunity has one primary Quote.
- Contact participates in many Activities.
- Forecast rolls up many Opportunities by owner and period.
Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
The core business entities, relationships, events, and evidence types that define the Sales domain projection in Spine Fabric.
| Entity | Definition | Key Attributes |
|---|---|---|
| Lead | An unqualified prospect | Source, score, status, owner |
| Account | A target organization | Industry, size, territory, tier |
| Opportunity | A qualified deal | Stage, amount, close date, probability |
| Contact | An individual stakeholder | Role, influence, engagement score |
| Activity | A logged interaction | Type, date, outcome, related records |
| Deal | The active sales engagement | Strategy, competitors, next steps |
| Quote | A pricing proposal | Products, discounts, expiration |
| Forecast | Revenue projection rollup | Category, period, commit amount |
| Event | Trigger | Evidence |
|---|---|---|
| Lead Created | Form fill or inbound handoff | Source, campaign, timestamp |
| Opportunity Created | Lead qualification complete | Qualification notes, ICP fit score |
| Stage Changed | Rep advances opportunity | Required fields, activity proof |
| Quote Sent | Proposal delivered to buyer | Quote PDF, email open tracking |
| Deal Closed Won | Contract signed | Close reason, contract value |
| Deal Closed Lost | Opportunity disqualified | Loss reason, competitor mention |