Rodrigo Rodriguez (Pragmatismo)
48c1ae0b51
- Add startup wizard module for first-run configuration - Add white-label branding system with .product file support - Add bot manager for lifecycle, MinIO buckets, and templates - Add version tracking registry for component updates - Create comparison doc: BASIC vs n8n/Zapier/Make/Copilot - Add WhatsApp-style sample dialogs to template documentation - Add data traceability SVG diagram ```
47 lines
1.3 KiB
QBasic
47 lines
1.3 KiB
QBasic
PARAM opportunity_id AS STRING
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PARAM status AS STRING
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PARAM notes AS STRING OPTIONAL
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PARAM next_steps AS STRING OPTIONAL
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# Get current opportunity data
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opp_data = QUERY "SELECT * FROM Opportunities WHERE Id = '${opportunity_id}'"
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IF LEN(opp_data) = 0 THEN
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RETURN "Opportunity not found."
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END IF
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# Update opportunity status
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CALL "/crm/opportunities/update", opportunity_id, {
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"status": status,
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"last_updated": NOW(),
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"updated_by": "${user}"
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}
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# Add activity note if provided
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IF notes IS NOT NULL THEN
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CALL "/crm/activities/create", opportunity_id, "note", {
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"description": notes,
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"date": NOW()
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}
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END IF
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# Set follow-up task if next steps provided
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IF next_steps IS NOT NULL THEN
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CALL "/tasks/create", {
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"title": "Follow up: " + opp_data[0].company,
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"description": next_steps,
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"due_date": NOW() + DAYS(3),
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"assigned_to": "${user}",
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"related_to": opportunity_id
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}
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END IF
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# Notify sales manager of major status changes
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IF status = "Won" OR status = "Lost" THEN
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manager = QUERY "SELECT Manager FROM Users WHERE Username = '${user}'"
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CALL "/comm/notifications/send", manager[0],
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"Opportunity " + status + ": " + opp_data[0].company,
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"The opportunity with " + opp_data[0].company + " has been marked as " + status + " by ${user}."
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END IF
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RETURN "Opportunity status updated to " + status
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