Sales Tables

The sales tables power 1HR's internal sales CRM. These are used exclusively by the admin/bdr team for outbound prospecting, call logging, AI summarization, and pipeline management. All sales tables are accessible at /admin/sales/*.

sales_prospects

Companies and contacts being prospected by 1HR's sales team.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
company_name	text	YES		Target company name
contact_name	text	YES		Primary contact name
contact_email	text	YES		Primary contact email
contact_phone	text	YES		Primary contact phone
contact_title	text	YES		Contact's job title
linkedin_url	text	YES		LinkedIn profile or company URL
website	text	YES		Company website
source	text	YES		Lead source (e.g., linkedin, referral, apollo)
notes	text	YES		Free-text notes
engagement_level	text	YES	'new'	Pipeline stage (see values below)
last_contacted_at	timestamptz	YES		Last outreach timestamp
next_follow_up_at	timestamptz	YES		Scheduled next follow-up
created_by	uuid	YES		FK to auth.users.id
ghl_contact_id	text	YES		GoHighLevel contact ID
ghl_synced_at	timestamptz	YES		When last synced to GHL
ghl_location_id	text	YES		Which GHL location this prospect belongs to
do_not_contact	boolean	YES	false	DNC flag -- blocks further outreach
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

Engagement Level Pipeline

The engagement_level field tracks where a prospect sits in the sales pipeline:

Value	Description
new	Just added, no outreach yet
contacted	Initial outreach made
interested	Expressed interest
in_conversation	Active discussions underway
proposal_sent	Proposal/pricing sent
closed_won	Deal closed, became a client
closed_lost	Deal lost
dormant	No response or went cold

AI Auto-Update

When a sales call is summarized by the summarize-sales-call edge function, it automatically updates engagement_level and next_follow_up_at based on the conversation analysis.

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sales_calls

Internal sales call logs. Each call is linked to a prospect and optionally includes a transcript for AI summarization.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
prospect_id	uuid	YES		FK to sales_prospects.id
called_by	uuid	YES		FK to auth.users.id (BDR who made the call)
call_started_at	timestamptz	YES		When the call started
duration_seconds	integer	YES		Call duration in seconds
disposition	text	YES		Call outcome
notes	text	YES		BDR-entered notes
transcript	text	YES		Full call transcript
ai_summary	jsonb	YES		AI-generated summary (see schema below)
follow_up_action	text	YES		Next action to take
follow_up_date	date	YES		When to follow up
external_call_id	text	YES		GHL call ID (for dedup)
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

Sales Call Dispositions

Value	Description
no_answer	Phone rang, nobody picked up
voicemail	Reached voicemail
gatekeeper	Blocked by assistant/receptionist
connected	Reached the contact but brief
conversation	Had a meaningful conversation
meeting_booked	Successfully booked a meeting
not_interested	Contact declined

AI Summary Schema

The ai_summary JSONB field is populated by the summarize-sales-call edge function:

interface AISummary {
  disposition: string;           // Inferred disposition
  key_points: string[];          // Bullet points from the conversation
  sentiment: string;             // positive / neutral / negative
  action_items: string[];        // Recommended next steps
  engagement_assessment: string; // Overall engagement quality
  conversation_quality: string;  // Quality of the conversation
  interest_level: string;        // high / medium / low / none
  objections: string[];          // Objections raised
  buying_signals: string[];      // Positive buying indicators
}

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sales_campaigns

Sales campaign definitions for organizing outbound prospecting efforts.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
name	text	NO		Campaign name
status	text	YES	'active'	active, paused, completed
ghl_location_id	text	YES		Links campaign to a GHL location account
description	text	YES		Campaign description
created_by	uuid	YES		FK to auth.users.id
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

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sales_companies

Company database enriched via Apollo. Used as a lookup table when adding prospects.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
name	text	YES		Company name
domain	text	YES		Company domain
industry	text	YES		Industry classification
employee_count	integer	YES		Number of employees
city	text	YES		HQ city
state	text	YES		HQ state
country	text	YES		HQ country
linkedin_url	text	YES		LinkedIn company page
description	text	YES		Company description
apollo_id	text	YES		Apollo organization ID
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

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sales_meetings

Internal meetings booked via sales booking links. Linked to prospects and booking links.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
prospect_id	uuid	YES		FK to sales_prospects.id
booking_link_id	uuid	YES		FK to booking_links.id
user_id	uuid	NO		FK to auth.users.id (meeting owner)
title	text	YES		Meeting title
scheduled_for	timestamptz	NO		Meeting date/time
duration_minutes	integer	YES	30	Duration
status	text	YES	'scheduled'	Meeting status
booker_name	text	YES		Name of person who booked
booker_email	text	YES		Email of person who booked
booker_phone	text	YES		Phone of person who booked
booking_source	text	YES		manual or booking_link
calendar_event_id	text	YES		Google/Outlook event ID
meeting_link	text	YES		Video call URL
confirmation_sent_at	timestamptz	YES		Confirmation email sent
reminder_24h_sent_at	timestamptz	YES		24h reminder sent
reminder_1h_sent_at	timestamptz	YES		1h reminder sent
outcome_notes	text	YES		Post-meeting notes
close_lead_id	text	YES		Close CRM lead ID
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

Status values: scheduled, completed, cancelled, no_show

Entity Relationships