Workflow Completo Portal ↔ Zoho CRM - Grenty USA
💡 Principio clave: Todo es bidireccional. Lo que se crea/actualiza en Portal se refleja en CRM y viceversa.
| Portal Collection | ↔ | CRM Módulo | Nota |
|---|---|---|---|
| 📨 Invitations | ↔ | 🎯 Leads | Invitaciones → Leads |
| 👤 Contacts | ↔ | 👥 Contacts | Realtors, Renters, Owners |
| 🏢 Companies | ↔ | 🏢 Accounts | Agencies + Brokers |
| 🏠 Properties | ↔ | 🏠 Properties | 1:1 |
| 🚪 Units | ↔ | 🚪 Properties (subform) | Subformulario dentro de Properties |
| 💼 Deals | ↔ | 💼 Deals | 1:1 |
| 📦 Products | ↔ | 📦 Products (Books) | Generado en fase RPSA |
| 🧾 Invoices | ↔ | 🧾 Invoices (Books) | Facturación |
| 📋 Claim Forms | ↔ | 📋 Claims Notification | Formulario "File a Claim" |
| 📁 Files | — | — | Documentos adjuntos |
| — | ❌ | 🔒 Claims | Solo interno CRM (legajos) |
| — | ❌ | 🔒 Risk | Solo interno CRM (tickets análisis) |
[grenty.us/role-selection](http://grenty.us/role-selection) → Selección de rol → Onboarding específico
Email invitación → Link al portal → Onboarding según rol
Operador crea invitación en CRM → Sync a Portal → Email → Registro normal
| Rol | Qué carga en onboarding | Qué puede invitar | Restricciones |
|---|---|---|---|
| Broker | Info personal + Licencia + Agencia (opcional) + Propiedades | Realtors, Renters, Owners | Ninguna |
| Realtor | Info personal + Broker/Agencia | Renters, Owners | ⚠️ Requiere Broker |
| Owner | Info personal + Propiedad | Renters, Broker/Realtor | — |
| Renter | Info personal + Propiedad + Contrato (si viene solo) | Co-Renters | — |