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Skrbniške nastavitvePoslovno
CRM (upravljanje odnosov s strankami)
Manage contacts, activities, and sales pipeline
Pregled
Complete CRM system for managing leads, customers, and sales opportunities. Track contact information, log activities (calls, emails, meetings), and manage deals through a customizable pipeline. Integrates with shop orders to automatically create customer contacts and track lifetime value.
Oblikovalski premisleki
UX vzorci in opombe vizualnega oblikovanja za to funkcionalnost:
- •Contact list with search and filters
- •Contact detail view with activity timeline
- •Kanban board for deal pipeline
- •Color-coded contact tags
- •Lead score indicators
- •Activity logging quick actions
- •Import/export functionality
Ključne prednosti
Kaj naredi to funkcionalnost izjemno:
- ✓Lead, customer, partner, vendor management
- ✓Lead scoring for prioritization
- ✓Activity tracking (notes, calls, emails, meetings)
- ✓Deal pipeline with customizable stages
- ✓Weighted deal values and forecasting
- ✓Contact tagging for segmentation
- ✓Lifetime value tracking
- ✓Automatic contact creation from orders
- ✓CSV import and export
- ✓Dashboard analytics
Tehnična opomba
CrmHelper for all CRM operations. CrmContact supports multiple types (lead, customer, partner, vendor). CrmDeal pipeline: lead → qualified → proposal → negotiation → won/lost. Auto-integrates with shop orders via CrmHelper::createFromOrder().
Pomožni razredi
CrmHelperModeli
CrmContactCrmContactTagCrmContactActivityCrmDealTabele baze podatkov
crm_contactcrm_contact_tagcrm_contact_tag_relationcrm_contact_activitycrm_dealKonfiguracija
Legenda konfiguracijskih povezav
⚙ Baza podatkov prepiše params.php🔗 Nastavitev povezana z bazo podatkov📋 Baza podatkov hrani samo vrednost
params.php konfiguracija
Konfiguracijska pot: params['crm']
params['features']['crm'] => trueparams['crm']['currency'] => 'EUR'params['crm']['contacts']['autoCreateFromOrders'] => trueparams['crm']['contacts']['scoring']['enabled'] => trueparams['crm']['deals']['defaultStage'] => 'lead'params['crm']['integrations']['shop']['enabled'] => trueparams['crm']['display']['pipelineView'] => 'board'Opomba: Integrates with Shop for automatic contact creation. Lead scoring is configurable. Pipeline stages can be customized in params.php.