PUT /crm/prospectActions/create

Adds a RowProspectAction.

Roles that can access this endpoint are Users.

Parameters

Result

the added ProspectAction object

Additional attributes:

• __activityDescr This value represents the description of the activity code, found in the prospect_action.activity_id field.
• __nextActivityDescr This value represents the description of the next activity code, found in the prospect_action.next_act_id field.
• __objection1Descr This value represents the description of the objection code, found in the prospect_action.objection_id1 field.
• __objection2Descr This value represents the description of the objection code, found in the prospect_action.objection_id2 field.
• __oppValue This value represents the opportunity value, found in the rate.opportunity_amt or customer.potential field.
• __oppConfLevel This value represents the opportunity confidence level value, found in the rate.confidence_level or customer.confidence_level field.
• __oppName This value represents the opportunity name, found in the rate.opportunity_name field.

• RowCustomer This element represent the customer associated with the prospect action, by the prospect_action.customer_id field. The element contains a __name attribute with the value customer.
• RowSalesperson This element represent the salesperson associated with the prospect action, by the prospect_action.salesperson_id field. The element contains a __name attribute with the value salesperson.
• RowUsers This element represent the operations user associated with the prospect action, by the prospect_action.operations_user field. The element contains a __name attribute with the value operationsUser.
• RowContact These elements represent the contacts associated with the prospect action. The elements contains a __name attribute with the value contacts.
• RowComments These elements represent the comments associated with the prospect action. The elements contains a __name attribute with the value comments.

Try It Out

Request