GET /crm/prospectActions/new
Creates a prospect action object with all configured defaults set. This doesn't create a record in the database. Instead, callers of this method can edit the returned object and then pass it back to the create method to actually insert the record in the database.
Roles that can access this endpoint are Users.
Parameters
| name |
description |
type |
default |
type |
| prospectId |
|
query
|
|
String
|
Result
RowProspectAction
of type:
application/xml
application/json
a customer record with all appropriate defaults set
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.
Child Elements:
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