Evidence Summary
- Focused probe
crm-readonly-probe-20260519T092953Z- Routes inspected
12CRM routes- Network calls captured
75AJAX/API responses- Screenshots
20- Manual
- How to Use CRM
- Verified communication workflow
- How to Create a CRM Communication
- Verified communication delete workflow
- How to Delete a CRM Communication
- Verified communication duplicate workflow
- How to Duplicate a CRM Communication
- Verified communication edit workflow
- How to Edit a CRM Communication
- Verified communication schedule workflow
- How to Schedule a CRM Communication
- Verified communication contacts workflow
- How to Add Contacts to a CRM Communication
- Verified communication segment workflow
- How to Add Segment Contacts to a CRM Communication
- Verified communication CSV import workflow
- How to Add CSV Contacts to a CRM Communication
- Verified lead-to-communication workflow
- How to Add CRM Lead Rows to a Communication
- Verified communication contact edit workflow
- How to Edit a Contact in a CRM Communication
- Verified communication contact delete workflow
- How to Delete a Contact from a CRM Communication
- Verified communication contact clear workflow
- How to Delete All Contacts from a CRM Communication
- Verified communication duplicate-contact workflow
- How to Remove Duplicate Contacts from a CRM Communication
- Verified appointment workflow
- How to Create and Delete a CRM Appointment
- Verified appointment edit workflow
- How to Edit a CRM Appointment
- Verified appointment completion workflow
- How to Complete and Reopen a CRM Appointment
- Verified appointment notes workflow
- How to Manage CRM Appointment Notes
- Verified appointment entity workflow
- How to Link a CRM Appointment to an Entity
- Verified appointment contact workflow
- How to Link a Contact to a CRM Appointment Entity
- Verified appointment interventions workflow
- How to Manage CRM Appointment Interventions
- Verified appointment attachments workflow
- How to Manage CRM Appointment Attachments
- Verified appointment repeat workflow
- How to Repeat a CRM Appointment
- Verified opportunity workflow
- How to Create and Delete a CRM Business Opportunity
- Verified opportunity edit workflow
- How to Edit a CRM Business Opportunity
- Verified opportunity observations workflow
- How to Manage CRM Business Opportunity Observations
- Verified opportunity phase workflow
- How to Change a CRM Business Opportunity Phase
- Verified lead workflow
- How to Create and Delete a CRM Lead List
- Verified lead values workflow
- How to Edit and Remove CRM Lead Values
- Verified gift certificate workflow
- How to Create and Delete a CRM Gift Certificate
- Verified gift certificate sold workflow
- How to Mark a CRM Gift Certificate as Sold
- Verified campaign workflow
- How to Create, Edit, and Delete a CRM Campaign
- Verified pipeline workflow
- How to Create, Edit, and Delete a CRM Pipeline Step
- Verified task-type workflow
- How to Create, Edit, and Delete a CRM Task Type
- Verified task filter workflow
- How to Filter CRM Tasks
- Verified create workflow
- How to Create a CRM Task
- Verified complete workflow
- How to Complete a CRM Task
- Verified bulk accomplished workflow
- How to Bulk Mark CRM Tasks Accomplished
- Verified reopen/edit workflow
- How to Reopen or Edit a CRM Task
- Verified notes workflow
- How to Edit CRM Task Notes
- Verified entity link workflow
- How to Link a CRM Task to an Entity
- Verified contact link workflow
- How to Link a CRM Task to a Contact
- Verified delete workflow
- How to Delete a CRM Task
- Verified bulk delete workflow
- How to Bulk Delete CRM Tasks
This probe was read-only. It opened route pages, common tabs, lists, widgets, and one safe support-file New surface, but did not submit Save, Delete, Send, End, Convert, Duplicate, or import actions.
Menu Coverage
Verified from menu taxonomy and route crawl. CRM contains Panel, Schedule, Operations, Business Opportunities, Leads, Occupation, Gift Certificates, Chat, and support-file pages. The generated route manual covers 65 CRM routes, including appointment/task detail pages and support files.
Generated structural evidence: Generated CRM Route Manual.
CRM Panel
Verified read-only. Route /crm/painelresumo opened with title OG - Panel. It is an activity-center dashboard combining communications, tags, opportunities, tasks, documents, and tickets.
| Area | Observed detail |
|---|---|
| Activity center tabs | All, Geral 52, Messages, Tasks 38, Documents 0/1, Tickets 15, Comunications, Tags 161, Business Opportunities 40, Automatic, and More. |
| Widgets | General analysis, Comunications, Tags, Business Opportunities, Recurring, Appointments, and task/document/ticket panels. |
| Actions visible | New, See all Messages, See all Tasks, See all documents, New Communication, and Send SMS. |
| AJAX | getMineRelContQtd returned 161 tags; getMineOportNegQtd returned 40 opportunities. |
Schedule
Verified read-only. Route /crm/agenda opened with title OG - Schedule. The calendar showed May/26 controls and loaded CRM agenda events.
| Area | Observed detail |
|---|---|
| Calendar controls | My, All, Filters, ICAL, Today, previous/next navigation, Month, Week, Day, and More. |
| Modal/forms present | Business Opportunity, Appointment, Send SMS, Notes, New appointment, Repeat Tag, Parameters, and Conditions. |
| Fields observed | Associated opportunities, Phase C. V., Initial Date/Time, End Date/Time, Local, appointment metadata, and notification controls. |
| AJAX | getAgendaEventos loaded event records for start=2026-04-26 and end=2026-06-07. |
Operations Lists
| Page | Route | Observed detail | Primary calls |
|---|---|---|---|
| Comunications | /crm/communications | List page with 37 records during the read-only probe; visible action New Communication; duplicate confirmation modal text was present. Columns include description, campaign, date, used channel, contacts, contact summary, and status. Later verified workflows created communication draft 39 with email enabled, SMS disabled, no contacts, and status RDY, edited draft subject/body through postEditComm, scheduled a no-contact draft for 2026-05-21 10:30:00 through postEditComm with enviar=1, added customer email contact 1240 through postAddLCommunications, added segment customer 906 from segment 5 through getPesquisaEntidadesComm with TipoOrigemEnt=M, parsed and added CSV contact row 1179 with uploaded_csv=1 through getPesquisaEntidadesCommCSV and postAddLCommunications, added imported lead row 1 from lead list 23 to draft 39 through leads/addToCommunication, edited communication list row 1173 address/content through UPDATE_lcommunication, deleted communication list row 1172 through generic delete on lcommunication, cleared all contact rows through deletelines, removed duplicate contact row 1176 through filterduplicates, deleted a disposable draft, duplicated source 39 into communication 40 with mode T, and cleaned up disposable records. | DT_Select_Communications, communications / postNewComm, communications / postEditComm, communications / getPesquisaEntidadesComm, communications / getPesquisaEntidadesCommCSV, communications / postAddLCommunicationsValidate, communications / postAddLCommunications, leads / addToCommunication, load / lcommunication, communications / UPDATE_lcommunication, delete / lcommunication, communications / deletelines, communications / filterduplicates, communications / DELETE_communication, communications / DUPLICATE_communication, DT_Select_LCommunications |
| Tags / Appointments | /crm/marcacoes | Appointment and occupancy tabs; 161 tag entries; New appointment, filter by, Occupancy, Third Part, Marketing, and Others controls. Later verified workflows created appointment 434 through gravaEvento, opened /crm/marcacoes/view/NDM0, edited the main date/local form through detail-page postback update=datalocal, completed it with UpdateRelcontacto for Realizado=T and EstadoMarca_c=4, reopened it with EstadoMarca_c=2 and Realizado=F, added/edited/deleted appointment note 2, linked and unlinked customer 910 through relations 256 and 258, linked and unlinked contact 23 under relation 258, added/edited/deleted intervention 28, uploaded/edited/deleted attachment 192, repeated appointment 434 into rows 435 and 436, verified each appointment list, notes-table, entity-table, intervention-table, attachments-table, or recurrence state, and deleted disposable appointments through delete_marcacao. | DT_SelectMarcacoes, gravaEvento, POST /crm/marcacoes/view/{id} with update=datalocal, UpdateRelcontacto, DT_Select_MaracacoesNotas, agregarNotaMarcacao, UpdateNotaMarcacao, delete_nota_cliente, create_relcont_entity, create_relcont_entity_contact, delete_relcont_entity_cont, delete_relcont_entity, DT_load_relcont_entities, oficinas / list_relcontacto_tiposintervencao, add_relcontacto_tiposintervencao, update_relcont_intervencao, del_relcontacto_tiposintervencao, AceUpload, DT_Select_Attachments, loadAttach, editAttachment, deleteAttachmentById, DeleteRelcontactoRecorrenciaFutura, POST /crm/marcacoes/view/{id} with repetirMarca=1, delete_marcacao, verMarcacion |
| Tasks | /crm/tarefas | Task list with 38 open entries filtered from 77 total during the read-only probe; controls for My/All, New task, With selected, detail edit, notes, entity/contact link, and detail delete. Later verified filtering showed 43 open tasks, 40 accomplished tasks, 5 high-priority tasks, and 2 open high-priority tasks through dt_tarefas. Later verified workflows created task 431, completed it, reopened/edited it, edited both additional description fields, linked it to customer 910, linked contact 27, created/deleted disposable task 432 through the detail delete confirmation, bulk-marked disposable task 433 as accomplished, and bulk-deleted disposable task 434. | dt_tarefas, createNovaTarefa, POST /crm/tarefas/view/NDMx, updateRelcontactoMultiple, getEntidade, getContacto, deleteTarefasMultiple |
Sales Pipeline
| Page | Route | Observed detail | Primary calls |
|---|---|---|---|
| Business Opportunities | /crm/oportunidadesnegocios | 40 open opportunities filtered from 52 total during the read-only probe. Filters include Area, Commercial, Step, Source, Customer, Prospect, Opened, Won, Lost, and All. Column configuration covers code, description, source, dates, estimated value, third-party name, contacts, commercial, step, business area, sale probability, campaign, and last phase data. Later verified workflows created opportunity 2605-0001 through gravaOporNeg, opened /crm/oportunidadesnegocios/view/MjYwNS0wMDAx, saved main-detail edits with actualizarOP=2, saved separate rich-text observations with UpdateOporNeg, changed phase from SG to non-closing phase CI with oportneg/update_fase, closed disposable opportunities as won with FEC / Fechado and as lost with PER / Perdido, verified finished rows under search[Op.Concluido_c]=T, verified changes through DT_ListaOportNeg, DT_Select_OptNegFases, or detail reload, deleted through deleteAttachmentCascade, and confirmed the list no longer returned the rows. | DT_ListaOportNeg, gravaOporNeg, POST /crm/oportunidadesnegocios/view/{id} with actualizarOP=2, UpdateOporNeg, oportneg / update_fase, DT_Select_OptNegFases, deleteAttachmentCascade, graphquerys&option=getOportunidadesNegocioSegmentadas |
| Leads | /crm/leads | 9 lead lists during the read-only probe. The page exposes New lead CSV import, edit/detail, delete, lead-list value rows, Column Map, bulk selection, New Import, and Save controls. Later verified workflows imported lead list 14 from a one-row CSV through leads/postNewLead, opened /crm/leads/view/MTQ=, verified the imported row and list count, edited disposable lead list 18 through leads/postEditLead by changing its inline description and setting active=F, edited imported value row 1 on lead list 22 through leads/updateLeadColumnValue, bulk-removed value row 2 through leads/innerLeadsDelete, added imported row 1 from lead list 23 to communication 39 through leads/addToCommunication, verified DT_SelectLeads, DT_Select_Leads, and DT_Select_LCommunications, then deleted disposable rows through leads/DELETE_lead. | DT_SelectLeads, DT_Select_Leads, leads / postNewLead, leads / postEditLead, leads / updateLeadColumnValue, leads / innerLeadsDelete, leads / addToCommunication, leads / DELETE_lead |
Occupation and Gift Certificates
| Page | Route | Observed detail |
|---|---|---|
| Employee occupation | /crm/ocupacao | Occupation analysis with fields for opportunity bargain, teams, year, and month. Tables showed 63 entity rows and tag/entity modal surfaces. |
| Gift Certificates | /crm/valesoferta | Gift certificate list with 121 rows during the read-only probe, Create gift cards modal, With selected bulk action, and fields for Prefix, Value, Total, and Validity until. Later verified workflow created certificate AI124723000001 through createValesDesconto, opened /crm/valesoferta/edit/MTIz, verified active status, deleted it with generic delete on vales_oferta, and confirmed the list no longer returned it. A second verified workflow created certificate MS011345000001, changed it from ACT to SOLD through crm / valesoferta_mark_as_sold, verified the sold detail page, deleted it, and confirmed absence from the list. |
Support Files
| Page | Route | Observed detail | Primary calls |
|---|---|---|---|
| Campaigns | /crm/apoio/campanhas | List of Campaigns with 8 active rows filtered from 9 total. Filters for Assets, inactives, and All. New Campaign modal fields include campaign code, description, initial date, end date, objectives, and observation. Later verified workflow created campaign AI125631 through plain POST /crm/apoio/campanhas, edited /crm/apoio/campanhas/view/QUkxMjU2MzE= with actualizarcampanaha=1, verified detail and list state, deleted it through deleteAttachmentCascade, and confirmed the list no longer returned it. | DT_Select with table=campanhas, SearchIfExistCodCampanaha, POST /crm/apoio/campanhas, POST /crm/apoio/campanhas/view/{code}, deleteAttachmentCascade |
| Pipeline Sale | /crm/apoio/pipeline | 8 pipeline steps. New step/Edit surfaces include Description and Order. Later verified workflow created step 9 through plain POST /crm/apoio/pipeline, loaded the edit modal with editaPipe, edited it with id, editDesignacao, and Ordem, verified the edited list row, deleted it with generic delete on PosPipeline, and confirmed the list no longer returned it. | DT_Select with table=PosPipeline, POST /crm/apoio/pipeline, editaPipe, delete / PosPipeline |
| Task Type | /crm/apoio/tipotarefa | 10 task types. Filters for Not active, Active, and All. New/Edit modal fields include Code, Description, Icon, Colors, and Active. Later verified workflow created code AI0724 through crm_tipotarefas/save, edited it to inactive with icon fa fa-phone and color red, verified it through the inactive filter, deleted it through crm_tipotarefas/delete, and confirmed the list no longer returned it. | crm_tipotarefas&option=dt, crm_tipotarefas / save, crm_tipotarefas / delete |
Remaining Gaps
- Filtering by accomplished state and priority, creating, completing, bulk-marking accomplished, reopening, deleting from detail, bulk deleting, note editing, entity/contact linking, and basic subject/progress editing for CRM tasks are verified. The task list bulk menu exposes Accomplished and Delete in the demo, and both bulk actions are verified.
- Creating, editing, scheduling a no-contact draft, adding/editing/removing a customer email contact, adding segment contacts, adding CSV import contacts, adding imported lead rows, clearing all contact lines, removing duplicate contacts, deleting, and duplicating CRM communication drafts is verified. Test-sending communications still needs a controlled run because it can trigger external email.
- Creating, editing the main date/local form, completing, reopening, adding/editing/deleting notes, linking/unlinking a customer entity, linking/unlinking a contact under that entity, adding/editing/deleting interventions, uploading/editing/deleting attachments, repeating appointments, and deleting CRM appointments is verified. Appointment reminders, notifications, and booking/vehicle variants still need focused workflow testing.
- Creating, editing the main detail form, saving rich-text observations, changing to a non-closing phase, closing as won or lost, verifying, and deleting CRM business opportunities is verified. Creating/verifying/deleting CRM lead lists from CSV, editing lead-list description/status, editing imported lead values, bulk-removing imported lead rows, creating/verifying/deleting gift certificates, and marking gift certificates sold is verified. Creating/editing/verifying/deleting CRM campaigns and pipeline steps is verified. Lead Column Map changes, attachment binding ambiguity, and gift-certificate payment/use flows still need controlled state-changing runs.
- SMS/email sending and ICAL export need separate safe probes because they can trigger external side effects or downloads.
- CRM chat and remaining support files are structurally crawled but not yet deep-probed.