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