CRMService

This service provides methods for retrieving and updating prospects and prospect actions. In addition it provides a mechanism for managing a saleperson's call list.

Operations

name	role	description
GET /crm/callListProfiles	Users
GET /crm/callListProfiles/{id}	Users
GET /crm/prospectActions/new	Users	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.
GET /crm/prospectActions/{id}	Users	Retrieves the specified ProspectAction
GET /crm/prospects	Users	Retrieves a List of prospects/customers with a full or partial match to the given value.
GET /crm/prospects/new	Users	Creates a customer 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.
GET /crm/prospects/search	Users	Searches the database for customers matching the given request parameters.
GET /crm/prospects/userSavedSearch	Users	Retrieves a List of RowCustomer objects based on an existing saved search.
GET /crm/prospects/{id}	Users	Retrieves the customer for the given customer/prospect ID.
GET /crm/prospects/{id}/history	Users	Retrieves upcoming ProspectAction records for the given customer.
GET /crm/prospects/{id}/upcoming	Users	Retrieves upcoming ProspectAction records for the given customer.
PUT /crm/prospectActions/create	Users	Adds a RowProspectAction.
PUT /crm/prospectActions/update	Users	Updates a RowProspectAction record if it already exists, otherwise creates a new one.
PUT /crm/prospects/create	Users	Creates a new RowCustomer record for the given Customer data.
PUT /crm/prospects/update	Users	Updates a RowCustomer record for the given Customer/Prospect data.