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	/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.

APIs

Prospects (Sales)

Analytics

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