Ana içeriğe geç

CRM Modulu

CRM modulu ERP icinde aktif olan ana is modulu olarak calisir. Musteri yonetimi, lead sureci, teklif, firsat ve aktivite akislari bu modul altindadir.

Erisim Yolu​

  • Web: /crm/dashboard

Baslica Ekranlar​

  • /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 Uclari (Ozet)​

  • 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

Yetki ve Baglam​

  • CRM route'lari auth gerektirir.
  • Tenant/firma baglami request uzerinden dinamik DB baglantisina aktarilir.

:::info Manifest Kodu erp:crm:view :::