- Party — kind, name, email, phone, address, notes; the Customer / Donor links; contacts on the record.
- Lead — party, source, owner, interest. Status is shown on the edit form for information; it changes only through Qualify / Disqualify.
- Opportunity — title, owner, party, pipeline, stage, lost reason (asked for when the chosen stage is a Lost stage), value + currency, expected close; status shown for information, derived from the stage. Product lines (optional): product, quantity + unit of measure, indicative unit price, note. The record also carries a Conversion section: what the opportunity will convert into, and — once converted — the link to the record it became.
- Pipeline — name, code, kind (Sales / Donations / Generic — the kind decides which module a pipeline will one day convert into), active; stages on the record (name, position, probability, Won / Lost flags).
- Signal — read-only in the inbox: kind, source, external reference, party, value, campaign, what it started (its disposition), and the note recording how its party was matched.
- Signal rule — kind, source (blank = any source), action (Start a lead / Attach only / Measures only), minimum value, the lead source a started lead carries, order, active.
Administrators also see External references on parties and leads — a source and ID from another system (HubSpot, for example). They are readiness for a future connection; nothing syncs in this version, and a party's external reference must be unique in your company.