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CRM Module

CRM module works as the main business module active in ERP. Customer management, lead process, offer, opportunity and activity flows are under this module.

Access Path​

  • Web: /crm/dashboard

Major Screens​

  • /crm/dashboard
  • /crm/leads, /crm/leads/:id
  • /crm/customers, /crm/customers/:id
  • /crm/opportunities, /crm/opportunities/:id
  • /crm/quotes, /crm/quotes/:id
  • /crm/contacts, /crm/contacts/:id
  • /crm/activities
  • /crm/salesreps
  • /crm/settings/translations

API Terminals (Summary)​

  • GET/POST/PUT/DELETE /api/crm/customers
  • GET /api/crm/customers/:id/contacts|opportunities|activities
  • GET/POST/PUT/DELETE /api/crm/leads
  • POST /api/crm/leads/:id/convert
  • GET/POST/PUT/DELETE /api/crm/quotes
  • GET/POST/PUT/DELETE /api/crm/quotes/:id/lines
  • GET/POST/PUT/DELETE /api/crm/opportunities
  • GET/POST/PUT/DELETE /api/crm/activities
  • GET/POST/PUT/DELETE /api/crm/contacts
  • GET/POST/PUT/DELETE /api/crm/salesreps
  • GET /api/crm/activity-logs

Authority and Context​

  • CRM routes require auth.
  • Tenant/company context is transferred to the dynamic DB connection via request.

:::info Manifest Code erp:crm:view

:::