SalesOppService

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

SalesOppService
SalesOppService WSDL

Data Types

Methods

Method Input type Input name Return type Description
DeleteSalesOpp SalesOpp salesOpp Deletes a sales opp
DeleteSalesOppById int salesOppId Deletes a sales opp by its ID
GetSalesOppSteps SalesOppStep[] Gets a list of SalesOpp steps
GetSalesOppTypes SalesOppType[] Gets a list of SalesOpp types
GetSalesOpps SalesOppSearch salesOppSearch SalesOpp[] Gets a list of SalesOpps based on search parameters
SaveSalesOpp SalesOpp salesOpp Saves a new or edits an existing Sales Opp
GetSources CRMSource[] Gets all sources
GetCampaigns Campaign[] Gets all campaigns