🎯
U skladu s člankom 3.4.
crm
crm_office
🛡️ RLS Protected
Interessentenverwaltung, visuelle Deal-Pipeline (Kanban), Aktivitätenhistorie und Lead-zu-Angebot-Konvertierung.
Fachliche Bestimmung: Podržava distribucijske timove u akviziciji i pružanju podrške klijentima.
⚡ Radni tokovi i životni ciklusi (5)
🗄️ Modela podataka (5)
🔌 U skladu s člankom 4. stavkom 1. (43)
🛡️ Uredba (EZ) br.
⚡ Radni tokovi i životni ciklusi
Korespondencija → CRM
cascade:business.correspondence.crm
- U redu.
1. lead
CRM-ovo vodstvo / zahtjev
Crm
Aktionen: crm.lead.create
2. task
Postupak zahtjeva
zadatke
Aktionen: create_task
CRM-ovo vodstvo / zahtjev
cascade_target:business.crm.lead
- U redu.
1. cascade
CRM-ovo vodstvo / zahtjev
Uprema za upotrebu: istražitelj
plan:command_inquiry_agent
Provedeni Durable plan (durable_plan), početak: 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
Sljedeći članak
status:crm_lead
Beobachtbare Zustandsmaschine (observable_only). Übergänge hier nicht erzwungen — siehe Service-Validierung.
1. new
novog
Status <unk>new<unk> stalne mašine voditi.
2. contacted
kontaktiran
Status <unk>kontakt<unk> stanice vode.
3. qualified
Kvalificirani
Status <unk>kvalificiran<unk> stalne mašine voditi.
4. disqualified
diskabilizirani
Status <unk>disqualified<unk> stalne mašine voditi.
5. converted
Preobraz
Status <unk>konvertiran<unk> stalne mašine voditi.
Prilika
status:crm_opportunity
Beobachtbare Zustandsmaschine (observable_only). Übergänge hier nicht erzwungen — siehe Service-Validierung.
1. open
Otvoreni
Status <unk>open<unk> stanja mašine
2. won
- U redu.
Status <unk>won <unk> of the state machine Opportunity.
3. lost
Izgubljen
Status <unk>lost<unk> of the condition machine Opportunity.
🗄️ Modela podataka
🔌 U skladu s člankom 4. stavkom 1.
| Art | Sljedeći članak | Krajnja tačka / put | Titel & Zweck | Odluka o odobrenju |
|---|---|---|---|---|
| ⚡ 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 |
Priloga II
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 |
otvaranje
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
|
🛡️ Uredba (EZ) br.
Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:
- U skladu s člankom 6. stavkom 1. stavkom 1.
- UWG odobrenje za rad
Spojena modula: