Workflow

How to Use CRM

Verified read-only. Core CRM pages were opened and inspected in the demo without submitting changes.

Evidence Summary

Workflow run
crm-readonly-probe-20260519T092953Z
Routes inspected
Panel, Schedule, Comunications, Tags/Appointments, Tasks, Business Opportunities, Leads, Occupation, Gift Certificates, Campaigns, Pipeline, and Task Type
Submitted changes?
No.

CRM workflow diagram

Use the CRM Panel

  1. Open CRM then Panel, or navigate to /crm/painelresumo.
  2. Use the activity-center tabs to switch between All, Geral, Messages, Tasks, Documents, Tickets, Comunications, Tags, Business Opportunities, Automatic, and More.
  3. Use See all Messages, See all Tasks, and See all documents to jump from dashboard widgets to full lists.
  4. Use New Communication or Send SMS only when you intend to create or send a communication.

Use the Schedule

  1. Open CRM then Schedule, or navigate to /crm/agenda.
  2. Use My and All to switch between personal and shared calendars.
  3. Use Filters to narrow calendar events.
  4. Use Month, Week, Day, Today, and previous/next navigation to change the calendar view.
  5. Open appointment or business-opportunity forms only when you intend to create or edit a scheduled CRM record.

Use CRM Operations

  1. Open /crm/communications to review communications. The verified list contained 37 records during the read-only probe and exposes New Communication plus duplicate-related controls. See How to Create a CRM Communication, How to Edit a CRM Communication, How to Add Contacts to a CRM Communication, How to Edit a Contact in a CRM Communication, How to Delete a Contact from a CRM Communication, How to Delete All Contacts from a CRM Communication, How to Remove Duplicate Contacts from a CRM Communication, How to Delete a CRM Communication, and How to Duplicate a CRM Communication for the verified communication workflows.
  2. Open /crm/marcacoes to review tags/appointments. Use Appointment, Occupancy, Third Part, Marketing, Attachments, Notes, Interventions, and Others tabs, plus filter controls. See How to Create and Delete a CRM Appointment, How to Edit a CRM Appointment, How to Complete and Reopen a CRM Appointment, How to Manage CRM Appointment Notes, How to Link a CRM Appointment to an Entity, How to Link a Contact to a CRM Appointment Entity, How to Manage CRM Appointment Interventions, How to Manage CRM Appointment Attachments, and How to Repeat a CRM Appointment for the verified appointment workflows.
  3. Open /crm/tarefas to review tasks. Use My/All, the table search, New task, and With selected bulk actions. See How to Create a CRM Task, How to Complete a CRM Task, How to Bulk Mark CRM Tasks Accomplished, How to Reopen or Edit a CRM Task, How to Edit CRM Task Notes, How to Link a CRM Task to an Entity, How to Link a CRM Task to a Contact, How to Delete a CRM Task, and How to Bulk Delete CRM Tasks for the verified task flows.
  4. Do not use Send, Duplicate, With selected, complete/end, or delete-style controls unless you have selected the intended records and confirmed the side effect.

Use Opportunities and Leads

  1. Open /crm/oportunidadesnegocios for business opportunities. See How to Create and Delete a CRM Business Opportunity, How to Edit a CRM Business Opportunity, How to Manage CRM Business Opportunity Observations, and How to Change a CRM Business Opportunity Phase for the verified opportunity workflows.
  2. Filter opportunities by Area, Commercial, Step, Source, Customer, Prospect, Opened, Won, Lost, or All.
  3. Use columns configuration when you need to change which opportunity fields are shown in the grid.
  4. Open /crm/leads for lead lists. See How to Create and Delete a CRM Lead List for the verified CSV import and cleanup workflow; use edit, attach, and snapshot actions only when maintaining lead records.

Use Occupation, Gift Certificates, and Support Files

  1. Open /crm/ocupacao to review employee occupation by opportunity/team/year/month.
  2. Open /crm/valesoferta to review gift certificates or open the Create gift cards form. See How to Create and Delete a CRM Gift Certificate for the verified creation and cleanup workflow.
  3. Open /crm/apoio/campanhas to maintain CRM campaigns. See How to Create, Edit, and Delete a CRM Campaign for the verified campaign support-file workflow.
  4. Open /crm/apoio/pipeline to maintain sales pipeline steps. See How to Create, Edit, and Delete a CRM Pipeline Step for the verified pipeline support-file workflow.
  5. Open /crm/apoio/tipotarefa to maintain task types, icons, colors, and active state. See How to Create, Edit, and Delete a CRM Task Type for the verified task-type support-file workflow.

API Sequence

ActionWhat it does
getMineRelContQtdLoads current user's tag/contact count for the CRM panel.
getMineOportNegQtdLoads current user's opportunity count for the CRM panel.
getAgendaEventosLoads schedule/calendar events for the visible date range.
DT_Select_CommunicationsLoads the communications DataTable.
communications / postNewCommCreates a CRM communication draft. The verified email draft created communication 39.
communications / postEditCommSaves CRM communication draft edits. The verified edit changed communication 39 email subject and body while keeping status RDY.
communications / getPesquisaEntidadesCommSearches eligible entities/contacts for communication recipient selection. The verified add-contact run searched customer email rows.
communications / postAddLCommunicationsValidateValidates selected communication recipients before adding them.
communications / postAddLCommunicationsAdds selected recipients to a communication contact list. The verified run added contact 1240 to communication 39.
load / lcommunicationLoads a communication recipient line for editing. The verified run loaded row 1173.
communications / UPDATE_lcommunicationUpdates a communication recipient line address and per-recipient content. The verified run changed row 1173 to ticketsdemo@guisoft.com.
delete / lcommunicationDeletes a recipient line from a communication contact list. The verified run deleted line 1172.
communications / deletelinesDeletes every recipient line from a communication contact list. The verified run cleared row 1174 and returned contact counters to zero.
communications / filterduplicatesRemoves duplicate recipient rows from a communication contact list. The verified run reduced duplicate rows 1176 and 1175 to one remaining row.
communications / DELETE_communicationDeletes a CRM communication. The verified delete removed communication 39.
communications / DUPLICATE_communicationDuplicates a CRM communication. The verified duplicate copied source 39 into communication 40 with enviado=T.
DT_Select_LCommunicationsLoads the communication detail contact/list tab after opening a communication.
DT_SelectMarcacoesLoads appointment/tag rows.
gravaEventoCreates or saves a CRM appointment/tag event. The verified create run created appointment 434.
POST /crm/marcacoes/view/{id} with update=datalocalUpdates the main CRM appointment detail form. The verified edit changed appointment 434 subject, local, observations, and time window.
UpdateRelcontacto with campo=Realizado or campo=EstadoMarca_cCompletes or reopens an appointment from the detail page accomplished checkbox. The verified run set appointment 434 to Realizado=T / EstadoMarca_c=4, then back to Realizado=F / EstadoMarca_c=2.
agregarNotaMarcacao, UpdateNotaMarcacao, and delete_nota_clienteAdds, edits, and deletes appointment notes. The verified run created note 2, edited its subject/body, and removed it with type=MAR.
create_relcont_entity, delete_relcont_entity, and DT_load_relcont_entitiesLinks, verifies, and unlinks entities on appointment detail pages. The verified run linked customer 910 to appointment 434 as relation 256, then removed it.
create_relcont_entity_contact and delete_relcont_entity_contLinks and unlinks contacts under an appointment entity relation. The verified run linked contact 23 under relation 258, then removed it.
oficinas / list_relcontacto_tiposintervencao, add_relcontacto_tiposintervencao, update_relcont_intervencao, and del_relcontacto_tiposintervencaoLists, adds, edits, and deletes appointment intervention rows. The verified run added intervention 28, edited extra designation and minutes to 45, and removed it.
delete_marcacaoDeletes a CRM appointment/tag event. The verified cleanup deleted appointment 434.
dt_tarefasLoads task rows, including open/finished filtering.
POST /crm/tarefas/view/{id}Updates a task detail page. The verified completion used /crm/tarefas/view/NDMx for task 431.
updateRelcontactoMultipleBulk-updates selected CRM task fields. The verified Accomplished action used ids=433, campo=Realizado, and valor=T.
deleteTarefasMultipleDeletes one or more CRM tasks after confirmation. The verified detail delete used tarefas[0]=432 via POST; the verified bulk delete used tarefas[0]=434 via GET.
getEntidadeLoads entity summary fields after choosing a task entity type and record. The verified task entity link used tipo=C and id=910.
getContactoLoads contact summary fields after choosing a task contact. The verified task contact link used id=27.
DT_ListaOportNegLoads business opportunity rows.
graphquerys&option=getOportunidadesNegocioSegmentadasLoads segmented opportunity chart data.
DT_SelectLeadsLoads lead-list rows.
DT_SelectLoads support-file rows such as gift certificates, campaigns, and pipeline steps.
crm_tipotarefas&option=dtLoads CRM task types.

Artifacts