> ## Documentation Index
> Fetch the complete documentation index at: https://internal.softcrum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Module Spec — crm (schema crm)

> Thin by design: consumes core; adds workspace surfaces.

## Entities

| Table                                 | Notes                                                                                  |
| ------------------------------------- | -------------------------------------------------------------------------------------- |
| notes                                 | on contacts; author typed; audit-logged                                                |
| activities                            | parametric activity\_types (TENANT-EXTENSIBLE per DEC-B4); due/completed; assignable   |
| lists                                 | static lists + saved views (filters serialized); distinct from dynamic segments (core) |
| object\_definitions / object\_records | RESERVED, designed not built (F1): future deals/pipeline without migration             |

## Timeline 360 (projection, not a table)

Merge-sorted view over: core.tracked\_events + loyalty.ledger\_transactions + messaging.sends(+status) + crm.notes/activities, filtered by permission, paginated by occurred\_at cursor. Chain rendering via correlation\_id ("event X → rule Y → coupon Z → email W opened 10:31").

## Endpoints

CRUD notes/activities/lists → crm.\{resource}.\{action} · GET /v1/crm/contacts/\{id}/timeline → crm.timeline.read

## Non-goals v1

No deals, no pipeline stages, no forecasting. The object model reserves the seat; adding them is F2 scope with zero data migration.