rckrdmrd
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- HERENCIA-SIMCO.md actualizado con directivas v3.7 y v3.8 - Actualizaciones en modulos CRM y OpenAPI Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
49 lines
1.2 KiB
Markdown
49 lines
1.2 KiB
Markdown
# MGN-015: CRM (Customer Relationship Management)
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## Descripción
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Módulo de gestión de relaciones con clientes, incluyendo leads, oportunidades de venta y pipeline comercial.
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## Implementación Backend
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**Ubicación:** `/backend/src/modules/crm/`
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### Servicios Implementados (4)
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| Servicio | Descripción |
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|----------|-------------|
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| `leads.service.ts` | Prospectos/Leads |
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| `opportunities.service.ts` | Oportunidades de venta |
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| `stages.service.ts` | Etapas del pipeline |
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| `tags.service.ts` | Etiquetas para clasificación |
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### Funcionalidades
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- Gestión de leads
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- Pipeline de oportunidades
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- Probabilidad de ganancia
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- Fuentes de leads (website, phone, email, referral, social media)
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- Razones de pérdida
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- Tags para segmentación
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- Seguimiento de equipos de ventas
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## Dependencias
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- **MGN-017 (Partners):** Clientes potenciales
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- **MGN-011 (Sales):** Conversión a ventas
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## Estado de Documentación
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| Artefacto | Estado |
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|-----------|--------|
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| README | Básico |
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| Requerimientos Funcionales | Pendiente |
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| Especificaciones Técnicas | Pendiente |
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| User Stories | Pendiente |
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**Complejidad:** MEDIA
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---
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*Módulo identificado durante sincronización docs-código: 2026-01-10*
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