Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Model people, organizations and potential contracts as separate objects connected by explicit relationships. A person may participate in several opportunities, while a company may have several contacts. Define how employer changes, company groups and repeat projects are represented without copying every available detail into each sales record.
Illustrative example
Illustrative example: one company requests a website and later an integration. These are two opportunities linked to the same company; management and purchasing are contacts with different roles. Updating the purchasing contact's phone preserves the relationship without duplicating that person or mixing the amounts of both separate projects.
Acceptance check
Test a company with three contacts, one contact in two projects and an employer change. Reports must count each entity according to its definition. Check that deactivating an old relationship preserves history and that searches reveal which organization and which project are relevant to the specific enquiry being handled.
Key takeaways
- Connect distinct entities instead of duplicating people and company details inside every new opportunity.