🎯
Relações com os clientes (CRM)
crm
crm_office
🛡️ RLS Protected
Gestão de interessados, canalização visual de negócios (Kanban), história de atividades e conversão de leads para GT13_0__.
Fachliche Bestimmung: Associação de distribuidores de serviços de aquisição e de atendimento ao cliente.
⚡ Fluxos de trabalho e ciclos de vida (5)
🗄️ Modelos de dados (5)
🔌 Pontos de partida (UI e APIs) (43)
🛡️ Regulação e conformidade
⚡ Fluxos de trabalho e ciclos de vida
Correspondência → CRM
cascade:business.correspondence.crm
Cascade (review_gated).
1. lead
CRM-Lead / Inquérito
Crim
Aktionen: crm.lead.create
2. task
Requisito de
Técnicas
Aktionen: create_task
CRM-Lead / Inquérito
cascade_target:business.crm.lead
Cascade (review_gated).
1. cascade
CRM-Lead / Inquérito
Ordem de utilização: agente de inquérito
plan:command_inquiry_agent
O plano durável verificado (durable_plan), iniciação: manual_command.
1. inquiry_agent
inquiry_agent
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Aktionen: inquiry_agent
Cimento
status:crm_lead
Massinha de estado observável (só observável)
1. new
Nova
Estatus <unk>new<unk> da máquina de estado de plomo.
2. contacted
Contacto
Status <unk>contato<unk> da máquina de estado de plomo.
3. qualified
Qualificado
Status <unk>qualified<unk> da máquina de estado de condução.
4. disqualified
Disqualificados
Status Disqualificado da máquina de estado de uso.
5. converted
Conversão
Status <unk>converted<unk> do condutor de condutor.
Oportunidade
status:crm_opportunity
Massinha de estado observável (só observável)
1. open
aberta
O estado da máquina de estado
2. won
- Não
O estado da máquina de estado
3. lost
Perdido
O estado da máquina de estado
🗄️ Modelos de dados
🔌 Pontos de partida (UI e APIs)
| Art | Método | Ponto final / caminho | Titel & Zweck | Recurso |
|---|---|---|---|---|
| ⚡ REST API | DELETE | /api/v1/crm/reports/{report_id} |
delete_report_route
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/activities |
list_activities
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/customers/{customer_id}/overview |
customer_overview
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/due |
2
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/leads |
list_leads
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/next-actions |
next_actions
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/opportunities |
list_opportunities
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/opportunities/{opp_id}/flow |
order_flow
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/reports |
list_reports
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/reports/{report_id} |
get_report_route
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/stages |
list_stages
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /api/v1/crm/summary |
Resumo
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm |
crm_dashboard_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm/customers/{customer_id} |
crm_customer_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm/leads |
crm_leads_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm/leads/new |
crm_leads_new_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm/pipeline |
crm_pipeline_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm/pipeline/new |
crm_pipeline_new_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm/reports |
crm_reports_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /crm/reports/new |
crm_report_create_page
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /pub/anfrage/{tenant_id} |
crm_inquiry_form
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | GET | /pub/lead/{tenant_id} |
lead_form
Semantic binding: inventory_only; mutation=False
|
crm
|
| ⚡ REST API | PATCH | /api/v1/crm/leads/{lead_id} |
patch_lead
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | PATCH | /api/v1/crm/opportunities/{opp_id} |
patch_opportunity
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | PATCH | /api/v1/crm/reports/{report_id} |
patch_report_route
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | PATCH | /api/v1/crm/stages/{stage_id} |
patch_stage
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/activities |
create_activity
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/activities/{activity_id}/complete |
complete_activity
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/leads |
create_lead
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/leads/{lead_id}/convert |
convert_lead
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/leads/{lead_id}/convert-and-quote |
convert_lead_and_quote
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/leads/{lead_id}/status |
lead_status
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/mail |
send_mail_route
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/opportunities |
create_opportunity
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/opportunities/{opp_id}/create-quote |
create_quote
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/opportunities/{opp_id}/draft-followup |
draft_followup
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/opportunities/{opp_id}/lost |
mark_lost
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/opportunities/{opp_id}/reopen |
reabertura
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/opportunities/{opp_id}/stage |
move_stage
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/reports |
create_report_route
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /api/v1/crm/stages |
create_stage
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /pub/anfrage/{tenant_id} |
crm_inquiry_submit
Semantic binding: operator_surface; mutation=True
|
crm
|
| ⚡ REST API | POST | /pub/lead/{tenant_id} |
submit_lead
Semantic binding: operator_surface; mutation=True
|
crm
|
🛡️ Regulação e conformidade
Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:
- Artigo 6.o do RGPD (consentimento de contacto)
- UWG autorização de venda
Modulos ligados: