Client Sales Follow-Up Board
Esta vista canónica refleja el endpoint /api/growth-platform/client-sales-follow-up-board y conserva el alcance sandbox: referencias de proveedor, evidencia de sandbox y handoff sin fondos bajo custodia de AltiroPay.
- Bandeja seguimiento comercial lista
- Referencias env-only
- Sin custodia de fondos
- Pendiente de revision previa
Resumen de campos
| field | value |
|---|---|
| id | client_sales_follow_up_board_company_client_demo_brand_demo_store |
| status | Bandeja seguimiento comercial lista |
| boardMode | Seguimiento comercial local |
| companyId | company_client_demo |
| companyName | Cliente Demo |
| brandId | brand_demo_store |
| brandName | Demo Store |
| productionEnabled | false |
| productionReadiness | Pendiente de revision previa |
| legalApprovalStatus | Sin aceptacion legal |
| monetaryEvidenceStatus | Sin evidencia monetaria disponible |
| noCustodyOfFunds | true |
| notPaymentGateway | true |
readinessChecklist
| id | label | status |
|---|---|---|
| pilot_scope_confirmed | Alcance piloto sandbox confirmado | required before pilot task |
| provider_fee_boundary_confirmed | Comisiones PSP externas explicadas | required before commercial close |
| sandbox_scenarios_selected | Escenarios sandbox seleccionados | required before payment operations |
| client_owner_identified | Responsable cliente identificado | required before follow up |
actions
| id | label | method | href | result |
|---|---|---|---|---|
| promote_sales_decision_to_task | Promover decision a tarea | post | /api/growth-platform/client-sales-follow-up-board/promote | Decision comercial promovida a tarea |
exports
| label | href | format |
|---|---|---|
| Exportar seguimiento comercial JSON | /api/growth-platform/client-sales-follow-up-board?companyId=company_client_demo&brandId=brand_demo_store | json |
| Exportar seguimiento comercial Markdown | /api/growth-platform/client-sales-follow-up-board?companyId=company_client_demo&brandId=brand_demo_store&format=markdown | markdown |