Organization in CRM
Local use of Companies in the CRM.
Shared definition and source fields.
Companies serves two roles: Counterparty is the customer or partner, linked from Company° on Deal and Interaction (inverses Deals (Counterparty) and Interactions (Counterparty)); Accountable is the group company selling. Keep those links distinct. Search by website/domain before creating an organization. CRM Record ID is RECORD_ID(), a local locator, despite a description that also mentions a UUID. It is not portable identity. Mirror write-back and automatic deduplication remain unverified.
Companies intake: identify the company and its website.
Local usage
| Field | Storage | Current configuration |
|---|---|---|
| Deals (Counterparty) | Linked records | Deal; inverse of Company° |
| Interactions (Counterparty) | Linked records | Interaction; inverse of Company° |
| Deals (Accountable) | Linked records | Deal; Multiple-record picker |
| Automation: Lead Source | Linked records | Automation: Lead Source; Multiple-record picker |
| Interaction | Linked records | Interaction; Multiple-record picker |
| Intake Step | Formula | Calculated; see rules below. |
| CRM Record ID | Formula | Calculated; see rules below. |
Local rules
Intake Step
IF(OR({Lifecycle Status} = "Active", {Lifecycle Status} = BLANK()),
IF(OR({Alternate Name*} = BLANK(), {Website°} = BLANK()), "Company - 1", ""), "")CRM Record ID
RECORD_ID()Maintenance
Correct shared facts at their owning source and local links in CRM. A table name or field description alone does not verify sync direction, field mapping, refresh interval or API write support. Campaign has a separately verified contract; do not generalize it to the other mirrors.