Sites
Sites at /sites is the location directory: the physical or logical sites that belong to a company. A site always names its parent company — a site with no company is a row in the wrong system.
List and new
Section titled “List and new”The list shows site rows with their company associations; New Site adds a row under a parent company. Search, sort, columns, and filters narrow the rows. Pick the company first — projects, deals, and contacts hang off the company, and the site inherits that anchoring.
Detail
Section titled “Detail”Each site detail names its parent company and shows Overview plus Attachments / associations. Overview carries the shared fields for the location; Attachments holds the files linked to the site. Notes, calls, and tracked emails live on the parent company, contact, or deal — not on the site record itself.
- The site row is a shared fact, not per-project improvisation. Shared fields map across the hierarchy under Field Mappings — check there before adding a field the company level already carries.
What next
Section titled “What next”- Companies: the parent directory sites hang off.
- Contacts: the people at these companies and sites.
- Sales deals: the pipeline per company.
- Activities: the shared activity model on the parent company, contact, or deal.