gtmjosh
CRM Data Definitions
Chapters · 9 of 9
  1. 01 · One Business, Four Kinds of Records
  2. 02 · Define Leads and Contacts
  3. 03 · Build the Person Lifecycle
  4. 04 · Define Opportunity Stages
  5. 05 · Build the Account Lifecycle
  6. 06 · Assign Owners and Handoffs
  7. 07 · Define Important Fields and Sources
  8. 08 · Resolve Conflicts and Open Questions
  9. 09 · Capstone: Publish the Business Truth Map
Guide overview →

15 min · Interactive exercise

Chapter 9 of 90 complete

Capstone: Publish the Business Truth Map

Run a fresh end-to-end trace, inspect ten validation checks, and create the approval record.

Scene 1 · Everything you builtScene 1 of 5

Eight chapters, one map.

You now have a person model, four person-lifecycle contracts, an Account lifecycle, an Opportunity stage model, a handoff with every rejection route mapped, field entries with named writers and authorities, and a way to hold an open question safely.

One person · one company · one purchase · one set of definitions

This chapter brings those definitions together. Inspect a reference story, check which parts of your saved map are complete, and repair anything missing before publishing the example version.

The rule this chapter uses
A definition set nobody has traced end to end is a set of intentions. What makes it a Business Truth Map is that somebody ran it, checked it, and put their name against a version.
Business Truth Map · 0 of 9 sections started

Saved locally to your browser.

Chapter 9 of 90 complete