CRM MVP
A link from the opportunity to the person it is being sold to.
A link to the organisation alone does not satisfy it. Organisations do not sign things, people do. This is the floor for selling to consumers as much as to businesses.
You know an opportunity exists but not who it is with. There is nobody to call, correspondence cannot be tied to the sale, and anything sold to an individual rather than to a company cannot be represented at all.
In full where the vendor ships a link to the person. In part where the buyer creates it, or where the link reaches only the organisation. Not at all where the opportunity cannot be linked to a person.
The opportunity dialog requires a contact, with a separate Associate With for company or group.
The required party attribute is the main contact, and additional parties can be linked.
Opportunities ship linked to related contacts as well as organisations.
person_id links the deal to a person, a separate attribute from org_id.
Every deal requires a primary contact, and secondary contacts can be added.
Contact ships on the opportunity, linking it to a contact on the parent lead.
A contact must be selected when creating a deal, and the deal has a primary contact.
An opportunity is created under a Contact, so the person link is inherent to the record.
primary_contact_id is a required link to a Person, alongside the separate company_id.
A Contact attribute links to a person, alongside the separate Customer link.
Customerid targets an account or a contact, and parentcontactid ships as a contact lookup.
Associated people is a shipped record reference, separate from Associated company.
People is a native deal attribute in the API, distinct from companies.
A default Contacts connect-boards column links the deal to the Contacts board.
Opportunity Contact Roles ship as standard and link named contacts, so no buyer build is required.
Contacts and Organisations is a default column linking a box to people as well as companies.
Related contacts is a shipped lookup, separate from Company name.
Related Contacts links multiple contacts to the deal.
Related Contacts links contacts to the deal, distinct from the Account field.
A deal can be linked to a contact or to a company, so a person link ships.
Leads attach to people as well as companies, and lead cards display the primary person.
Deal-to-contact is a standard association, separate from deal-to-company.
The module ships a many-to-many contact relationship stored in a dedicated junction.
Contact Name is a shipped lookup linking the deal to a person, with Contact Roles as a related list.