Prepared by
Plaudit
ActiveCampaign setup, round 1
Referral Network Data Model
Every record type, every field, and what goes in it
Plain
Technical
Custom fields only
works at · the link carries their Job Title · 279 links
Contact
318 records
4 built in · 7 custom · tags
Deal
395 records, one per row
9 built in · 4 custom · notes
Account
301 records
10 built in · 3 custom
0 or 1
0 or 1
attach to
sits in one stage
no person to tag?
it goes here instead
Tags
18 · Contacts only
Referral Relationships
pipeline · 5 stages
Description
44 Accounts
Things to know