Prospects (Sales)
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Prospects (Sales)

prospect (or sale) in AffinityLive belongs against a company record. You don't create prospects and then turn them into client companies, rather you take a company (which may have a status of "Lead" or "Suspect") and add some prospective work/business against it.

TYPE

RESOURCE

DESCRIPTION

TYPE

RESOURCE

DESCRIPTION

GET

/prospects

Returns a list of prospects.

GET

/prospects/count

Returns the total number of prospects.

GET

/prospects/:id

Returns a specific prospect identified by its id.

GET

/prospects/:id/status

Returns the prospect's status.

GET

/prospects/:id/extensions/values

Returns an array of extension values for the given prospect

PUT

/prospects/:id

Updates a given prospect

PUT

/prospects/:id/extensions/values/:extension_value_id

Update a given extension value

GET

/prospects/:id/profiles/values

Returns an array of profile values for the prospect.

PUT

/prospects/:id/profiles/values/:profile_value_id

Update an existing profile value for the prospect.

GET

/prospects/:id/progressions

Returns an array of available progressions for the prospect.

[PUT|POST]

/prospects/:id/progressions/:progression_id/auto

Runs a status update for the given progression on the given prospect.

GET

/prospects/statuses

Returns an array of available statuses for prospect.

GET

/prospects/types

Returns an array of available types for prospect.

GET

/prospects/extensions/fields

Returns an array of extension fields for prospect.

POST

/prospects/:prospect_id/extensions/fields/:extension_field_id

Creates an extension value for a prospect.

GET

/prospects/profiles/fields

Returns an array of profile fields for prospect.

POST

/prospects/:prospect_id/profiles/fields/:profile_field_id

Creates a profile value for a prospect.

GET

/prospects/:prospect_id/collections

Returns a list of resource(attachment) collections for the given prospect.

POST

/prospects/:prospect_id/collections/:collection_id/resources 

Uploads resource(attachment) to the given collection.