CRM Lead

URL	Verbs	Function	Available
/CRMLead	GET	Query a list of CRM Leads	2021.3
/CRMLead	POST	Create a new CRM Lead	2021.3
/CRMLead/<code>	GET	Query a single CRM Lead	2021.3
/CRMLead/<code>	POST	Update an existing CRM Lead	2021.3

Supported modifiers

Query String	Definition	Sample	Released
modifiedSince	Return CRM Leads modified since a nominated date and time	modifiedSince=2013-02-28T16:45:00	2021.3
treeName and treeBranch	Return a list of CRM Leads assigned to a nominated branch of a nominated tree	treeName=Colour-AUS&treeBranch=Blue	2021.3
status	Return a list of CRM Leads with a nominated status - Open or Closed	status=Open	2021.3
leadStage	Return a list of CRM Leads at a nominated stage	stage=Prospect	2021.3

Security Linked Menu

Menu Item	Located
Leads & Opportunities	CRM / Sales & Marketing

Sample XML Response

<?xml version="1.0" encoding="UTF-8"?>
<CRMLead>
    <Edition>15</Edition>
    <OidString>5586.1</OidString>
    <EntryTimeStamp>2008-01-03T15:10:28</EntryTimeStamp>
    <EntryUser>SUPER</EntryUser>
    <ModifiedTimeStamp>2011-10-29T10:38:49</ModifiedTimeStamp>
    <ModifiedUser>SUPER</ModifiedUser>
    <LeadNumber>1000</LeadNumber>
    <Description>Lisa interested in new products esp PC Solutions for the Primary schools</Description>
    <Summary>Lisa interested in new products</Summary>
    <KeyWords>Primary, PC Solution</KeyWords>
    <Notes/>
    <IsPrivate>false</IsPrivate>
    <IsWebAccessible>false</IsWebAccessible>
    <Requirements>Interested in new products that we have to offer.</Requirements>
    <ProposedSolution>Get Steve to offer listing of all new products that might be of use to Lisa.</ProposedSolution>
    <LeadStage>BEG</LeadStage>
    <ConfidencePercentage>0.00</ConfidencePercentage>
    <Discount>0.00</Discount>
    <PotentialRevenue>18480.70</PotentialRevenue>
    <EnteredPotential>18480.70</EnteredPotential>
    <EnteredConfidencePercent>0.00</EnteredConfidencePercent>
    <EnteredForecast>0.00</EnteredForecast>
    <PrimaryProduct>1001</PrimaryProduct>
    <LeadSource>WORD</LeadSource>
    <ReferredBy/>
    <LeadRating>HOT</LeadRating>
    <Organisation>1000</Organisation>
    <Territory>METRO</Territory>
    <SalesPerson>SAMPSS</SalesPerson>
    <SalesTeam>Sales Team</SalesTeam>
    <ObtainedDate>2008-01-04</ObtainedDate>
    <TenderDueDate/>
    <ExpectedDate>2008-04-05</ExpectedDate>
    <WonLostDate/>
    <ClosedDate/>
    <OpenedBy/>
    <ClosedBy/>
    <LostReason/>
    <AssignedUser>SUPER</AssignedUser>
    <AssignedTeam>Admin Team</AssignedTeam>
    <Reseller>1052</Reseller>
    <Contact>10000</Contact>
    <Campaign>1005</Campaign>
    <CampaignActivity>3</CampaignActivity>
    <LineItems collection='true' count='1'>
        <CRMLineItem>
            <LineType>CR</LineType>
            <LineNumber>1</LineNumber>
            <OidString>5532.1</OidString>
            <Edition>6</Edition>
            <Quantity>10.0000</Quantity>
            <DiscountPercentage>0.00</DiscountPercentage>
            <Amount>18480.70</Amount>
            <DiscountAmount>0.00</DiscountAmount>
            <TaxAmount>0.00</TaxAmount>
            <TaxPercentage>0.0000</TaxPercentage>
            <UnitPrice>1848.0700</UnitPrice>
            <UnitCost>0.0000</UnitCost>
            <Margin>0.0000</Margin>
            <MarginPercentage>100.0000</MarginPercentage>
            <StandardText/>
            <CRMProduct>1001</CRMProduct>
            <Product>1001</Product>
            <Description>EDU Primary School PC Solution</Description>
            <SubCode/>
            <IsHoldCost>false</IsHoldCost>
            <IsRevisionHoldPrice>false</IsRevisionHoldPrice>
        </CRMLineItem>
    </LineItems>
    <UserDefinedFields collection='true' count='0'/>
    <Trees collection='true' count='0'/>
</CRMLead>