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📖 Handbuch / crm_office / The following points shall be added:
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The following points shall be added:

Betrieblicher Arbeitsbereich crm_office

The Commission shall, by means of implementing acts, adopt delegated acts in accordance with Article 21 of Regulation (EC) No 1299/2006.

Ziel & Fachlicher Nutzen: Support sales teams in acquisition and customer support. It captures prospects (leads) via web forms or manually, runs individual configurable pipeline stages (qualified, ongoing, quote, negotiation) and seamlessly converts the leads it has gained into customer data and offers.
⚡ Arbeitsabläufe (6) 📋 Aufgaben & Funktionen (35) ❓ Formularhilfe im Bereich 🛡️ Rechtliche Richtlinien

⚡ Typische Arbeitsabläufe Schritt für Schritt

Correspondence → CRM

The following information shall be provided:

Ablaufschritte:
lead
CRM lead / request

Other

✓ Cm. lead. create
task
Requirements

other tasks

✓ create_task

CRM lead / request

The following information shall be provided:

Ablaufschritte:
cascade
CRM lead / request

The Commission shall adopt the following implementing acts:

The following is the list of the main functions of the system:

Ablaufschritte:
inquiry_agent
inquiry_agent

The following is the list of the products:

✓ inquiry_agent

Benutzerbefehl: lead qualification agent

The following is the list of the main functions of the system:

Ablaufschritte:
lead_qualification_agent
lead_qualification_agent

{"key": "execute_command", "label": "Befehl prüfen, ausführen oder zur Freigabe vorlegen", "adapter": "agent.execute", "agent": "lead_qualification_agent", "condition_fact": null}

✓ lead_qualification_agent

Lead

The following information is provided by the Commission on the basis of the information provided by the Member States:

Ablaufschritte:
new
new

State of the lead state machine.

contacted
Contacted

Status of the lead state machine

qualified
qualified

Status of the lead state machine

disqualified
Disqualified

Status of the lead state machine

converted
Other

Status of the lead state machine

Opportunity

The following information is provided by the Commission on the basis of the information provided by the Member States:

Ablaufschritte:
open
Open

The status of the state machine Opportunity.

won
- I won

The situation of the condition machine opportunity.

lost
lost

Status of the state machine Opportunity.

📋 Wichtige Aufgaben & Funktionen in diesem Bereich

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Formular- & Eingabehilfe in diesem Modul

In allen Erfassungs- und Bearbeitungsmasken dieses Moduls finden Sie an jedem Eingabefeld das blaue ?-Symbol:

  • Ebene 1 (Kurzhilfe): Ein Klick zeigt sofort Bedeutung, Pflichtstatus und empfohlene Werte an.
  • Ebene 2 (Erweiterte Hilfe): Ausklappbare Details zu Validierungsregeln, Formatvorgaben und Buchungswirkungen.
  • Ebene 3 (Prozess-Verknüpfung): Direkter Link zum übergeordneten Geschäftsprozess und den Prüfpunkten.

🛡️ Rechtliche Leitlinien & Compliance

✓ Article 6 of the DSGVO (consent to contact) ✓ The Commission shall adopt implementing acts in accordance with Article 21 of this Regulation.