🎯
Relații cu clienții (CRM)
crm
crm_office
🛡️ RLS Protected
Administrația interesatilor, canalizarea vizuală a afacerilor (Kanban), istoricul activităților și conversia de conducere la _GT13_0__.
Fachliche Bestimmung: Suportă echipele de distribuție în procesul de achiziție și de asistență a clienților. Captează interesari (leads) prin intermediul unor formule web sau manual, conduce prin etape de pipeline configurate individual (cualificate, desfășurate, ofertă, negociere) și transforme fără probleme lead-urile câștigate în date și oferte de client.
⚡ Fluxuri de lucru (5)
🗄️ Modele de date & câmpuri (5)
🔌 Puncte de inițiere (UI & API) (43)
🛡️ Reglementări și respectare
⚡ Fluxuri de lucru
Correspondență → CRM
cascade:business.correspondence.crm
Cascade (review_gated).
1. lead
CRM-lead / solicitare
CCR
Aktionen: crm.lead.create
2. task
Recepționarea cererii
sarcini
Aktionen: create_task
CRM-lead / solicitare
cascade_target:business.crm.lead
Cascade (review_gated).
1. cascade
CRM-lead / solicitare
Ordonanța de utilizare: agent de anchetă
plan:command_inquiry_agent
Plan durabil verificat (durable_plan), inițiativă: manual_command.
1. inquiry_agent
inquiry_agent
{"key": "execute_command", "label": "Befehl prüfen, ausführen oder zur Freigabe vorlegen", "adapter": "agent.execute", "agent": "inquiry_agent", "condition_fact": null}
Aktionen: inquiry_agent
Pt
status:crm_lead
În cazul în care se aplică o metodă de verificare a situaţiei, se poate observa o metodă de verificare a situaţiei.
1. new
nou
Statutul <unk>nou<unk> al mașinii de condus.
2. contacted
Contactați
Statutul <unk>contractat<unk> al mașinii de stare de conducere.
3. qualified
înregistrat
Statutul de calificare a masinii de condus.
4. disqualified
Discalificate
Statutul de discalificare a masinii de conducere.
5. converted
înregistrat
Statut <unk>convertit<unk> de la conducerea de la mașină de stare.
O oportunitate
status:crm_opportunity
În cazul în care se aplică o metodă de verificare a situaţiei, se poate observa o metodă de verificare a situaţiei.
1. open
închis
Statutul de funcţionare a maşinii de funcţionare
2. won
-
Statutul de posibilitate a mașinii de stare.
3. lost
Răspunde
Statut <unk>lost<unk> al maşinii de stare Opportunity.
🗄️ Modele de date & câmpuri
🔌 Puncte de inițiere (UI & API)
| Art | Metoda | Punctul de încheiere / traseul | Titel & Zweck | Asigurarea |
|---|---|---|---|---|
| ⚡ 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 |
înregistrat
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 |
Răspunde
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 |
reîntîmbrat
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
|
🛡️ Reglementări și respectare
Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:
- Articolul 6 din Regulamentul general al drepturilor omului (autorizarea la contact)
- Oferta de licență de publicitate
Module legate: