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Prospects (Sales)
A 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 |
|---|---|---|
GET | Returns a list of prospects. | |
GET | Returns the total number of prospects. | |
GET | Returns a specific prospect identified by its id. | |
GET | /prospects/:id/status | Returns the prospect's status. |
GET | Returns an array of extension values for the given prospect | |
PUT | Updates a given prospect | |
PUT | Update a given extension value | |
GET | Returns an array of profile values for the prospect. | |
PUT | Update an existing profile value for the prospect. | |
GET | Returns an array of available progressions for the prospect. | |
[PUT|POST] | Runs a status update for the given progression on the given prospect. | |
GET | Returns an array of available statuses for prospect. | |
GET | Returns an array of available types for prospect. | |
GET | 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 | Returns an array of profile fields for prospect. | |
POST | Creates a profile value for a prospect. | |
GET | 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. |