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Templates Community / Sales Lead and Contact Management Data Relationship Diagram Template

Sales Lead and Contact Management Data Relationship Diagram Template

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Nishant Tyagi
Published on 2025-03-20
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Crafted with EdrawMax, this *Sales Lead and Contact Management Data Relationship Diagram Template* outlines the connections between key elements in sales. “Lead” has required fields like “Company” and “Lead Status.” It links to “Contact,” “Opportunity,” and “Account” through lookup relationships. “Contact” also has its own set of required fields and further relationships, such as with “Power Enterprise Contact” and “Primary Affiliation.” The diagram clarifies how different entities interact and how data is tracked, for example, to monitor a contact's organization affiliation. Ideal for sales professionals, CRM administrators, or business analysts, it helps in visualizing data flow, understanding dependencies, and designing an effective customer - relationship management system.
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Sales Management
CRM Diagram
Data Relationship
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