blackroad-tools/templates/airtable/TEMPLATE-CRM-COMPLETE.json

{
  "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"
        }
      ]
    }
  ]
}