feat: Sync latest templates from blackroad-sandbox

✨ Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
2025-12-12 01:38:08 -06:00
parent 791e4fe6a1
commit 0d508c5437
30 changed files with 8732 additions and 0 deletions
--- a/templates/airtable/TEMPLATE-CRM-COMPLETE.json
+++ b/templates/airtable/TEMPLATE-CRM-COMPLETE.json
@@ -0,0 +1,153 @@
+{
+  "name": "BlackRoad OS CRM",
+  "tables": [
+    {
+      "name": "Contacts",
+      "fields": [
+        {
+          "name": "Name",
+          "type": "singleLineText"
+        },
+        {
+          "name": "Email",
+          "type": "email"
+        },
+        {
+          "name": "Phone",
+          "type": "phoneNumber"
+        },
+        {
+          "name": "Company",
+          "type": "singleLineText"
+        },
+        {
+          "name": "Role",
+          "type": "singleSelect",
+          "options": [
+            "Customer",
+            "Lead",
+            "Partner",
+            "Team"
+          ]
+        },
+        {
+          "name": "Status",
+          "type": "singleSelect",
+          "options": [
+            "Active",
+            "Inactive",
+            "Archived"
+          ]
+        },
+        {
+          "name": "Tags",
+          "type": "multipleSelects"
+        },
+        {
+          "name": "Notes",
+          "type": "multilineText"
+        },
+        {
+          "name": "Created",
+          "type": "createdTime"
+        },
+        {
+          "name": "Last Modified",
+          "type": "lastModifiedTime"
+        }
+      ]
+    },
+    {
+      "name": "Deals",
+      "fields": [
+        {
+          "name": "Deal Name",
+          "type": "singleLineText"
+        },
+        {
+          "name": "Contact",
+          "type": "multipleRecordLinks",
+          "linkedTable": "Contacts"
+        },
+        {
+          "name": "Amount",
+          "type": "currency"
+        },
+        {
+          "name": "Stage",
+          "type": "singleSelect",
+          "options": [
+            "Lead",
+            "Qualified",
+            "Proposal",
+            "Negotiation",
+            "Closed Won",
+            "Closed Lost"
+          ]
+        },
+        {
+          "name": "Probability",
+          "type": "percent"
+        },
+        {
+          "name": "Expected Close Date",
+          "type": "date"
+        },
+        {
+          "name": "Owner",
+          "type": "singleCollaborator"
+        },
+        {
+          "name": "Notes",
+          "type": "multilineText"
+        }
+      ]
+    },
+    {
+      "name": "Activities",
+      "fields": [
+        {
+          "name": "Activity",
+          "type": "singleLineText"
+        },
+        {
+          "name": "Type",
+          "type": "singleSelect",
+          "options": [
+            "Call",
+            "Email",
+            "Meeting",
+            "Demo",
+            "Follow-up"
+          ]
+        },
+        {
+          "name": "Contact",
+          "type": "multipleRecordLinks",
+          "linkedTable": "Contacts"
+        },
+        {
+          "name": "Deal",
+          "type": "multipleRecordLinks",
+          "linkedTable": "Deals"
+        },
+        {
+          "name": "Date",
+          "type": "date"
+        },
+        {
+          "name": "Duration",
+          "type": "number"
+        },
+        {
+          "name": "Notes",
+          "type": "multilineText"
+        },
+        {
+          "name": "Owner",
+          "type": "singleCollaborator"
+        }
+      ]
+    }
+  ]
+}