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REST API
SOAP API
FAQ
Changelog
Terms & Conditions
Help Center
  • Getting Started
  • AuthenticateService
  • AccountService
  • AttachmentService
  • BudgetService
  • ClientService
  • CompanyService
  • FileService
  • InvoiceService
  • PaymentService
  • PersonService
  • ProductService
  • ProjectService
  • SalesOppService
  • TemplateService
  • TimeService
  • TransactionService

SalesOppService

Sales opportunities are recorded on the Company card to keep track of communication and actions with the customer throughout the sales process.

SalesOppServiceSalesOppService WSDL

Data Types

Methods

MethodInput typeReturn typeDescription
DeleteSalesOppSalesOppDeletes a sales opp
DeleteSalesOppByIdIntDeletes a sales opp by its ID
GetSalesOppSteps-SalesOppStep[]Gets a list of SalesOpp steps
GetSalesOppTypes-SalesOppType[]Gets a list of SalesOpp types
GetSalesOppsSalesOppSearchSalesOpp[]Gets a list of SalesOpps based on search parameters
SaveSalesOppSalesOppSaves a new or edits an existing Sales Opp
GetSources-CRMSource[]Gets all sources
GetCampaigns-Campaign[]Gets all campaigns
GetSalesOppSellerint[]SalesOppSeller[]]()Gets seller information for Sales Opportunities
Last Updated: 1/24/24, 8:37 AM
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