Status: Ready for review. Mark the task as done once it is reviewed

⏰ ⚠️ Design CRM relationships

Review relationships with business (1.5 hours)

From 2025-02-04 14:00 until 2025-02-04 15:30

Confirmed usability with Operations

Test relationships with sample data (2 hours)

From 2025-02-04 09:00 until 2025-02-04 11:00

Validated integrity with dummy records

Create relationship diagram (2.5 hours)

From 2025-02-03 13:00 until 2025-02-03 15:30

Built ER diagram for CRM

Design entity relationships (3 hours)

From 2025-02-03 09:00 until 2025-02-03 12:00

Defined customer, deal, incident and risk relationships

Made with Baserow