entities.lead
Read lead records with the lead repository, and change them with the lead mutations. Same records as the REST Leads entity.
Queries
Fields of entities { lead { … } }.
Each operation opens an example built from the schema and checked against it on every build. Replace the placeholders, such as <lead id>, with values from your space.
| Kind | Field | Returns |
|---|---|---|
| QUERY | getById(entityId: ID!)Returns the record with the given id, or null when there is none. Deleted records are returned as well. | LeadEntity |
Example | ||
| QUERY | getByIds(entityIds: [ID!]!)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well. | [LeadEntity!]! |
Example | ||
| QUERY | getAll(limit: Int, offset: Int, filter: LeadFilterInput, orderBy: [LeadOrderByInput!], includeDeleted: Boolean)Returns the records that match the filter, paged with limit and offset. | [LeadEntity!]! |
Example | ||
| QUERY | getByCriteria(filter: LeadFilterInput, orderBy: [LeadOrderByInput!], includeDeleted: Boolean, before: String, after: String, first: Int, last: Int)Returns the records that match the filter as a cursor-paginated connection. | LeadEntityConnection |
Example | ||
| QUERY | getChangedFieldsSinceRevision(id: UUID!, revision: Int!)Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking. | [UUID!]! |
Example | ||
| QUERY | getBySession(includedIds: [UUID!]!, excludedIds: [UUID!]!, sessionId: String!, before: String, after: String, first: Int, last: Int)Returns a page of records selected in a list or report: all records of the given result plus the explicitly included ids, minus the excluded ids. | LeadEntityConnection |
Example | ||
| QUERY | getByIdFormatted(id: UUID!, fieldIds: [UUID!])Returns the values of a record's fields formatted for display, keyed by field id. | JSONString |
Example | ||
| QUERY | autoPrefill(mappingId: UUID!, entityId: UUID!, targetEntityTypeId: UUID)Returns a new, unsaved record pre-filled from a source record according to a field mapping. Nothing is saved; the returned values can be used as input for create. | LeadEntity! |
Example | ||
| QUERY | aiAutoPrefill(actionId: String!)Returns an unsaved record pre-filled with the values proposed by an AI record suggestion, together with the fields the suggestion filled in. | LeadAutoPrefill! |
Example | ||
Mutations
| Kind | Mutation | Does | Returns |
|---|---|---|---|
| MUTATION | releaseOwnershipLead(input: ReleaseOwnershipLeadInput!) | Release ownership GraphQL only | ReleaseOwnershipLeadPayload |
Example | |||
| MUTATION | changeOwnershipLead(input: ChangeOwnershipLeadInput!) | Change owner GraphQL only | ChangeOwnershipLeadPayload |
Example | |||
| MUTATION | manageSharingLead(input: ManageSharingLeadInput!) | Change who it is shared with GraphQL only | ManageSharingLeadPayload |
Example | |||
| MUTATION | changeLabelFlagLead(input: ChangeLabelFlagLeadInput!) | Change the label flag GraphQL only | ChangeLabelFlagLeadPayload |
Example | |||
| MUTATION | restoreLead(input: RestoreLeadInput!) | Restore a deleted record | RestoreLeadPayload |
Example | |||
| MUTATION | copyLead(input: CopyLeadInput!) | Copy a record GraphQL only | CopyLeadPayload |
Example | |||
| MUTATION | archiveLead(input: ArchiveLeadInput!) | Archive GraphQL only | ArchiveLeadPayload |
Example | |||
| MUTATION | reactivateLead(input: ReactivateLeadInput!) | Undo archive GraphQL only | ReactivateLeadPayload |
Example | |||
| MUTATION | qualifyLead(input: QualifyLeadInput!) | Qualify into an opportunity GraphQL only | QualifyLeadPayload |
Example | |||
| MUTATION | moveLead(input: MoveLeadInput!) | Move to another step GraphQL only | MoveLeadPayload |
Example | |||
| MUTATION | createLead(input: CreateLeadInput!, validationLevel: [ValidationLevel!]) | Create one record | CreateLeadPayload |
Example | |||
| MUTATION | updateLead(input: UpdateLeadInput!, validationLevel: [ValidationLevel!], sessionIdToUpdate: String) | Update fields | UpdateLeadPayload |
Example | |||
| MUTATION | bulkUpdateLead(input: [CreateOrUpdateLeadInput!]!, deleteInput: [DeleteLeadInput!], validationLevel: [ValidationLevel!], rollbackMethod: RollbackMethod, match: MatchingInput) | Create or update many; per-item results | BulkUpdateLeadPayload |
Example | |||
| MUTATION | deleteLead(input: DeleteLeadInput!) | Soft-delete | DeleteLeadPayload |
Example | |||
| MUTATION | bulkArchiveLead(input: BulkArchiveLeadInput!) | Archive many GraphQL only | BulkArchiveLeadPayload |
Example | |||
| MUTATION | bulkReactivateLead(input: BulkReactivateLeadInput!) | Undo archive for many GraphQL only | BulkReactivateLeadPayload |
Example | |||
| MUTATION | bulkQualifyLead(input: BulkQualifyLeadInput!) | Qualify many GraphQL only | BulkQualifyLeadPayload |
Example | |||
| MUTATION | bulkMoveLead(input: BulkMoveLeadInput!) | Move many to another step GraphQL only | BulkMoveLeadPayload |
Example | |||
| MUTATION | convertLead(input: CreateLeadInput!, sourceEntity: EntityNameEnum!, sourceEntityId: UUID!, operation: RecordConversionOperationEnum!, options: RecordConversionOptions!, sourceEntityApiName: String, validationLevel: [ValidationLevel!]) | Create from another record GraphQL only | ConvertLeadPayload |
Example | |||
| MUTATION | backToLead(input: BackToLeadInput!) | Turn back into a lead GraphQL only | BackToLeadPayload |
Example | |||
| MUTATION | bulkBackToLead(input: BulkBackToLeadInput!) | Turn many back into leads GraphQL only | BulkBackToLeadPayload |
Example | |||
Types
The types this repository uses, each with its fields and their descriptions. Types several repositories share, such as PageInfo and the filter fields, are in the types index.
LeadEntity object 65 fields: customFields, pendingScheduledActions, isDeleteProtected, …
Potential sale in its early stage that moves through a lead process until it is qualified into an opportunity or lost.
| Field | Type | Description |
|---|---|---|
customFields | JSONString! (1 args) | Values of the record's custom fields as a JSON object keyed by custom field apiName (camelCase). |
pendingScheduledActions | Int | Filled only when a single record is read by its id; otherwise null or an empty list. |
isDeleteProtected | Boolean! | True when the record is protected against deletion because it must always exist in the space. Deleting a record that is not protected can still fail on other checks. Read-only. |
id | ID! | Unique identifier of entity. |
isDeleted | Boolean | Specifies if the entity is considered deleted. |
modified | DateTime | Last modification time. |
created | DateTime | Creation time. |
currencyExchangeRatesList | CurrencyExchangeRatesListEntity | Currency exchange rate list used to convert monetary fields linked to this lead. Empty to inherit the team space default. |
leadSource | DataEntity | How the lead originated (e.g. Website, Referral, Trade Show). Configurable per team space. |
leadType | LeadTypeEntity | Lead type that classifies this lead. Lead types are configurable per team space and drive which form, fields and lead process apply. |
owner | ClientEntity | Sales user who owns this lead. May be empty when the lead is unassigned and available for take-over. |
reasonOfClose | DataEntity | Configurable reason recorded when the lead is archived (lost). Required when the lost form mandates it. |
step | StepEntity | Step in the lead process the lead is currently in. |
unit | SalesUnitEntity | Sales unit this lead is assigned to. Determines which team members can see the record under unit-based sharing. |
currencyExchangeRatesListId | ID | Id of the currency exchange rate list applied to this lead. |
description | String | Free-form description of the lead. |
isArchived | Boolean | True when the lead has been archived (lost). Archived leads remain readable but are hidden from active lists and cannot be edited until reactivated. |
labelFlag | Int | User-set colored flag used to highlight the lead in lists and reports. |
lastAiBuyingCenterApplied | DateTime | Time when an AI-suggested buying center was last applied to this lead. |
leadSourceId | ID | Id of the lead source recording how the lead originated (e.g. Website, Referral, Trade Show). |
leadTypeId | ID | Id of the lead type that classifies the lead and drives which form, fields and lead process apply. |
name | String! | Name of the entity and its default text representation. |
ownerId | ID | Id of the lead owner. |
quickAccountEmail | String | Free-text company email captured at lead creation when no Account record has been linked yet. |
quickAccountName | String | Free-text company name captured at lead creation when no Account record has been linked yet. |
quickAccountPhone | String | Free-text company phone captured at lead creation when no Account record has been linked yet. |
quickContactName | String | Free-text contact name captured at lead creation when no Contact record has been linked yet. |
quickEmail | String | Free-text contact email captured at lead creation when no Contact record has been linked yet. |
quickPhone | String | Free-text contact phone captured at lead creation when no Contact record has been linked yet. |
ranking | Int | Qualitative ranking score (1-10) the user assigns to indicate the strength of the lead. |
reasonOfCloseDescription | String | Free-form note explaining why the lead was archived (lost). Captured alongside reasonOfClose. |
reasonOfCloseId | ID | Id of the reason recorded when the lead is archived (lost), or empty when none was given. |
shareMode | ShareModeEnum | Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharingUnits / sharingClients lists control who is granted access. |
stepId | ID | Id of the lead process step. |
tableName | String! | Discriminator identifying the concrete record type — always "lead" for Lead records. Read-only; useful when consuming polymorphic LeadOppty results. |
unitId | ID | Id of the sales unit. |
revision | Int | Revision when entity was lastly changed. |
primaryContact | ContactEntity | Primary contact of this lead. Set automatically from the contact relation marked as primary. |
primaryAccount | AccountEntity | Primary account of this lead. Set automatically from the account relation marked as primary. |
contactRelations | LeadOpptyContactRelationEntityConnection (8 args) | Contacts linked to this lead, including their roles and org-chart positions. |
accountRelations | LeadOpptyAccountRelationEntityConnection (8 args) | Accounts linked to this lead, including the primary-account flag. |
status | LeadStatusEnum! | Current status of the lead (Open, Lost, Qualified). Read-only; derived from the archived flag and lifecycle events. |
sharingUnits | LeadOpptySharingSalesUnitRelationEntityConnection (8 args) | Sales units that have been granted shared access to this lead. Editable only when shareMode allows unit sharing. |
sharingClients | LeadOpptySharingClientRelationEntityConnection (8 args) | Users that have been granted shared access to this lead. Editable only when shareMode allows user sharing. |
documents | CloudObjectRelationEntityConnection (8 args) | Documents linked to this lead. |
enrolledEmailSequences | Int! | Number of email sequences this record is currently actively enrolled in (soft-deleted or ended enrollments are not counted). |
tags | TagRelationEntityConnection (8 args) | Tag labels applied to this lead. |
staticProfiles | ProfileRelationEntityConnection (8 args) | Saved view profiles this lead currently matches. |
qualifyDate | DateTime | Timestamp of when the lead was qualified, taken from the matching KPI event. Empty for leads that have not been qualified. Read-only. |
daysInStep | Int! | Number of days the lead has been sitting in its current pipeline step. Read-only; computed by Coevera from the most recent move event. |
fitness | WarningLevelEnum | Filled only when a single record is read by its id; otherwise null or an empty list. |
fitnessDescription | FitnessDescription | Filled only when a single record is read by its id; otherwise null or an empty list. |
isFavorite | Boolean! | True when the current authenticated user has marked this lead as favorite. Per-user. |
lostDate | DateTime | Timestamp of when the lead was archived (lost). Setting it adjusts the underlying loss event; empty for leads that have not been archived. |
formattedName | String! | Display version of the lead name, used in lists and references. |
scoring | EntityScoringResult | Lead scoring summary, combining the percentile and current scoring state. Read-only; computed by Coevera. |
viewerIdsPerSalesUnit | [UUID!]! | Filled only when a single record is read by its id; otherwise null or an empty list. |
modifiedByUser | DateTime | Timestamp of the most recent modification made by an end user (excluding system changes). Read-only; computed by Coevera. |
instancePermissions | [EntityPermsEnum!]! (1 args) | Permissions the current user has on this record, out of the requested ones. |
relatedEntitiesDrilldown | CompactViewDrilldownModel! (1 args) | Records of the given entity type that are related to this record, as a drilldown list. |
charts | [DashboardChartData!] (1 args) | Data of the given preview pane charts and lists, computed for this record. |
chartsDrilldown | CompactViewDrilldownModel! (3 args) | Records behind one preview pane chart of this record: all records of a list chart, or the records of a single data point of a report chart. |
fields | [InterfaceFieldData]! (2 args) | Values of the fields shown in the record's preview pane, as configured for the record's type. |
stepChecklists | [StepChecklistActivityItem]! (1 args) | Checklist items of the steps of the record's lead process, with the completion state of each item for this record. |
approval | ApprovalEntity | Approval request of this record that is pending or was rejected; null when there is none or it was approved. |
LeadEntityConnection object pageInfo: PageInfo!, edges: [LeadEntityEdge]!, totalCount: Int
Paginated list of Lead records.
| Field | Type | Description |
|---|---|---|
pageInfo | PageInfo! | Pagination data for this connection. |
edges | [LeadEntityEdge]! | Contains the nodes in this connection. |
totalCount | Int | Total number of items in the connection. |
LeadEntityEdge object node: LeadEntity, cursor: String!
A Relay edge containing a LeadEntity and its cursor.
| Field | Type | Description |
|---|---|---|
node | LeadEntity | The item at the end of the edge |
cursor | String! | A cursor for use in pagination |
LeadFilterInput input AND, OR, NOT, globalSearchQuery, one condition per field
Filter conditions for Lead records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
| Input field | Type | Description |
|---|---|---|
OR | [LeadFilterInput!] | Matches records that meet at least one of the listed filters. |
AND | [LeadFilterInput!] | Matches records that meet all of the listed filters. |
NOT | LeadFilterInput | Matches records that do not meet this filter. |
globalSearchQuery | String | Search term matched against the fields that the global search covers for this entity. |
id | EntityFilterStringField | Unique identifier of entity. |
isDeleted | Boolean | Specifies if the entity is considered deleted. |
modified | EntityFilterDateTimeField | Last modification time. |
created | EntityFilterDateTimeField | Creation time. |
currencyExchangeRatesListId | EntityFilterStringField | Id of the currency exchange rate list applied to this lead. |
description | EntityFilterStringField | Free-form description of the lead. |
isArchived | Boolean | True when the lead has been archived (lost). Archived leads remain readable but are hidden from active lists and cannot be edited until reactivated. |
labelFlag | LabelFlagEnumFilterInput | User-set colored flag used to highlight the lead in lists and reports. |
lastAiBuyingCenterApplied | EntityFilterDateTimeField | Time when an AI-suggested buying center was last applied to this lead. |
leadSourceId | EntityFilterStringField | Id of the lead source recording how the lead originated (e.g. Website, Referral, Trade Show). |
leadTypeId | EntityFilterStringField | Id of the lead type that classifies the lead and drives which form, fields and lead process apply. |
name | EntityFilterStringField | Name of the entity and its default text representation. |
ownerId | EntityFilterStringField | Id of the lead owner. |
quickAccountEmail | EntityFilterStringField | Free-text company email captured at lead creation when no Account record has been linked yet. |
quickAccountName | EntityFilterStringField | Free-text company name captured at lead creation when no Account record has been linked yet. |
quickAccountPhone | EntityFilterStringField | Free-text company phone captured at lead creation when no Account record has been linked yet. |
quickContactName | EntityFilterStringField | Free-text contact name captured at lead creation when no Contact record has been linked yet. |
quickEmail | EntityFilterStringField | Free-text contact email captured at lead creation when no Contact record has been linked yet. |
quickPhone | EntityFilterStringField | Free-text contact phone captured at lead creation when no Contact record has been linked yet. |
ranking | EntityFilterNumberField | Qualitative ranking score (1-10) the user assigns to indicate the strength of the lead. |
reasonOfCloseDescription | EntityFilterStringField | Free-form note explaining why the lead was archived (lost). Captured alongside reasonOfClose. |
reasonOfCloseId | EntityFilterStringField | Id of the reason recorded when the lead is archived (lost), or empty when none was given. |
shareMode | ShareModeEnumFilterInput | Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharingUnits / sharingClients lists control who is granted access. |
stepId | EntityFilterStringField | Id of the lead process step. |
tableName | EntityFilterStringField | Discriminator identifying the concrete record type — always "lead" for Lead records. Read-only; useful when consuming polymorphic LeadOppty results. |
unitId | EntityFilterStringField | Id of the sales unit. |
revision | EntityFilterNumberField | Revision when entity was lastly changed. |
status | LeadStatusEnumFilterInput | Current status of the lead (Open, Lost, Qualified). Read-only; derived from the archived flag and lifecycle events. |
enrolledEmailSequences | Int | Number of email sequences this record is currently actively enrolled in (soft-deleted or ended enrollments are not counted). |
relatedEntities | [EntityFilterRelatedField] | Matches records related to at least one of the listed records. |
withCustom | [CustomField!] | Conditions on custom fields, each identified by its api name. All listed conditions must match. |
currencyExchangeRatesList | CurrencyExchangeRatesListFilterInput | Currency exchange rate list used to convert monetary fields linked to this lead. Empty to inherit the team space default. Matches records where a related record meets these conditions. |
leadSource | DataFilterInput | How the lead originated (e.g. Website, Referral, Trade Show). Configurable per team space. Matches records where a related record meets these conditions. |
leadType | LeadTypeFilterInput | Lead type that classifies this lead. Lead types are configurable per team space and drive which form, fields and lead process apply. Matches records where a related record meets these conditions. |
owner | ClientFilterInput | Sales user who owns this lead. May be empty when the lead is unassigned and available for take-over. Matches records where a related record meets these conditions. |
reasonOfClose | DataFilterInput | Configurable reason recorded when the lead is archived (lost). Required when the lost form mandates it. Matches records where a related record meets these conditions. |
step | StepFilterInput | Step in the lead process the lead is currently in. Matches records where a related record meets these conditions. |
unit | SalesUnitFilterInput | Sales unit this lead is assigned to. Determines which team members can see the record under unit-based sharing. Matches records where a related record meets these conditions. |
primaryContact | ContactFilterInput | Primary contact of this lead. Set automatically from the contact relation marked as primary. Matches records where a related record meets these conditions. |
primaryAccount | AccountFilterInput | Primary account of this lead. Set automatically from the account relation marked as primary. Matches records where a related record meets these conditions. |
contactRelations | LeadOpptyContactRelationFilterInput | Contacts linked to this lead, including their roles and org-chart positions. Matches records where a related record meets these conditions. |
accountRelations | LeadOpptyAccountRelationFilterInput | Accounts linked to this lead, including the primary-account flag. Matches records where a related record meets these conditions. |
sharingUnits | LeadOpptySharingSalesUnitRelationFilterInput | Sales units that have been granted shared access to this lead. Editable only when shareMode allows unit sharing. Matches records where a related record meets these conditions. |
sharingClients | LeadOpptySharingClientRelationFilterInput | Users that have been granted shared access to this lead. Editable only when shareMode allows user sharing. Matches records where a related record meets these conditions. |
documents | CloudObjectRelationFilterInput | Documents linked to this lead. Matches records where a related record meets these conditions. |
tags | TagRelationFilterInput | Tag labels applied to this lead. Matches records where a related record meets these conditions. |
staticProfiles | ProfileRelationFilterInput | Saved view profiles this lead currently matches. Matches records where a related record meets these conditions. |
LeadOrderByInput input Asc or Desc per field
Sorting of Lead records. Set exactly one field in each item; list several items to sort by more fields, in order of priority.
| Input field | Type | Description |
|---|---|---|
id | OrderByEnum | Unique identifier of entity. |
isDeleted | OrderByEnum | Specifies if the entity is considered deleted. |
modified | OrderByEnum | Last modification time. |
created | OrderByEnum | Creation time. |
currencyExchangeRatesList | [CurrencyExchangeRatesListOrderByNestedInput!] | Currency exchange rate list used to convert monetary fields linked to this lead. Empty to inherit the team space default. Sorts by fields of the related record, listed in order of priority. |
leadSource | [DataOrderByNestedInput!] | How the lead originated (e.g. Website, Referral, Trade Show). Configurable per team space. Sorts by fields of the related record, listed in order of priority. |
leadType | [LeadTypeOrderByNestedInput!] | Lead type that classifies this lead. Lead types are configurable per team space and drive which form, fields and lead process apply. Sorts by fields of the related record, listed in order of priority. |
owner | [ClientOrderByNestedInput!] | Sales user who owns this lead. May be empty when the lead is unassigned and available for take-over. Sorts by fields of the related record, listed in order of priority. |
reasonOfClose | [DataOrderByNestedInput!] | Configurable reason recorded when the lead is archived (lost). Required when the lost form mandates it. Sorts by fields of the related record, listed in order of priority. |
step | [StepOrderByNestedInput!] | Step in the lead process the lead is currently in. Sorts by fields of the related record, listed in order of priority. |
unit | [SalesUnitOrderByNestedInput!] | Sales unit this lead is assigned to. Determines which team members can see the record under unit-based sharing. Sorts by fields of the related record, listed in order of priority. |
currencyExchangeRatesListId | OrderByEnum | Id of the currency exchange rate list applied to this lead. |
description | OrderByEnum | Free-form description of the lead. |
isArchived | OrderByEnum | True when the lead has been archived (lost). Archived leads remain readable but are hidden from active lists and cannot be edited until reactivated. |
labelFlag | OrderByEnum | User-set colored flag used to highlight the lead in lists and reports. |
leadSourceId | OrderByEnum | Id of the lead source recording how the lead originated (e.g. Website, Referral, Trade Show). |
leadTypeId | OrderByEnum | Id of the lead type that classifies the lead and drives which form, fields and lead process apply. |
name | OrderByEnum | Name of the entity and its default text representation. |
ownerId | OrderByEnum | Id of the lead owner. |
quickAccountEmail | OrderByEnum | Free-text company email captured at lead creation when no Account record has been linked yet. |
quickAccountName | OrderByEnum | Free-text company name captured at lead creation when no Account record has been linked yet. |
quickAccountPhone | OrderByEnum | Free-text company phone captured at lead creation when no Account record has been linked yet. |
quickContactName | OrderByEnum | Free-text contact name captured at lead creation when no Contact record has been linked yet. |
quickEmail | OrderByEnum | Free-text contact email captured at lead creation when no Contact record has been linked yet. |
quickPhone | OrderByEnum | Free-text contact phone captured at lead creation when no Contact record has been linked yet. |
ranking | OrderByEnum | Qualitative ranking score (1-10) the user assigns to indicate the strength of the lead. |
reasonOfCloseDescription | OrderByEnum | Free-form note explaining why the lead was archived (lost). Captured alongside reasonOfClose. |
reasonOfCloseId | OrderByEnum | Id of the reason recorded when the lead is archived (lost), or empty when none was given. |
shareMode | OrderByEnum | Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharingUnits / sharingClients lists control who is granted access. |
stepId | OrderByEnum | Id of the lead process step. |
unitId | OrderByEnum | Id of the sales unit. |
revision | OrderByEnum | Revision when entity was lastly changed. |
status | OrderByEnum | Current status of the lead (Open, Lost, Qualified). Read-only; derived from the archived flag and lifecycle events. |
enrolledEmailSequences | OrderByEnum | Number of email sequences this record is currently actively enrolled in (soft-deleted or ended enrollments are not counted). |
relatedEntities | CommonEntityRepositoryOrderByEntityRelationField | Sorts records by whether they are related to the listed records. |
withCustom | CommonEntityRepositoryOrderByCustomField | Sorts by a custom field. |
LeadStatusEnumFilterInput input eq: [LeadStatusEnum!], NOT: LeadStatusEnumFilterInput
Conditions on an enumeration field. Several conditions given together must all match.
| Input field | Type | Description |
|---|---|---|
eq | [LeadStatusEnum!] | Matches any of the listed values. |
NOT | LeadStatusEnumFilterInput | Matches values that do not meet this condition. |
ArchiveLeadInput input completeActivityIds: [UUID!], memoText: String, id: ID!, clientMutationId: String
Parameters of the archiveLead mutation.
| Input field | Type | Description |
|---|---|---|
completeActivityIds | [UUID!] | Ids of tasks linked to the lead to mark as completed. |
memoText | String | Text of a memo added to the lead together with the archive. |
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BackToLeadInput input entity: UpdateLeadInput!, clientMutationId: String
Parameters of the backToLead mutation.
| Input field | Type | Description |
|---|---|---|
entity | UpdateLeadInput! | Id of the opportunity, the target lead step (stepId) and any lead field values to save with the conversion. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkArchiveLeadInput input 6 fields: bulkFilter, rollbackMethod, entity, …
Parameters of the bulkArchiveLead mutation.
| Input field | Type | Description |
|---|---|---|
bulkFilter | BulkOperationInput! | Leads to archive: includedIds minus excludedIds. Integrations can leave sessionId empty. |
rollbackMethod | RollbackMethod | ROLLBACK_ALL fails the whole request when any item fails; ROLLBACK_FAILED skips only the failed items and reports them in errors. |
entity | CreateOrUpdateLeadInput | Optional field values saved on every archived lead. |
memoText | String | Text of a memo added to every archived lead. |
completeActivityIds | [UUID!] | Ids of linked tasks to mark as completed. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkBackToLeadInput input bulkFilter: BulkOperationInput!, entity: CreateOrUpdateLeadInput!, rollbackMethod: RollbackMethod, clientMutationId: String
Parameters of the bulkBackToLead mutation.
| Input field | Type | Description |
|---|---|---|
bulkFilter | BulkOperationInput! | Opportunities to convert: includedIds minus excludedIds. Integrations can leave sessionId empty. |
entity | CreateOrUpdateLeadInput! | Lead field values applied to every converted record, such as the target lead stepId. |
rollbackMethod | RollbackMethod | ROLLBACK_ALL fails the whole request when any item fails; ROLLBACK_FAILED skips only the failed items and reports them in errors. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkMoveLeadInput input 6 fields: bulkFilter, entity, memoText, …
Parameters of the bulkMoveLead mutation.
| Input field | Type | Description |
|---|---|---|
bulkFilter | BulkOperationInput! | Leads to move: includedIds minus excludedIds. Integrations can leave sessionId empty. |
entity | CreateOrUpdateLeadInput! | Target step (stepId) and field values applied to every lead. |
memoText | String | Text of a memo added to every moved lead. |
completeActivityIds | [UUID!] | Ids of linked tasks to mark as completed. |
rollbackMethod | RollbackMethod | ROLLBACK_ALL fails the whole request when any item fails; ROLLBACK_FAILED skips only the failed items and reports them in errors. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkQualifyLeadInput input bulkFilter: BulkOperationInput!, entity: CreateOrUpdateOpportunityInput!, rollbackMethod: RollbackMethod, clientMutationId: String
Parameters of the bulkQualifyLead mutation.
| Input field | Type | Description |
|---|---|---|
bulkFilter | BulkOperationInput! | Leads to qualify: includedIds minus excludedIds. Integrations can leave sessionId empty. |
entity | CreateOrUpdateOpportunityInput! | Target opportunity step (stepId) and opportunity field values applied to every lead. |
rollbackMethod | RollbackMethod | ROLLBACK_ALL fails the whole request when any item fails; ROLLBACK_FAILED skips only the failed items and reports them in errors. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkReactivateLeadInput input bulkFilter: BulkOperationInput!, rollbackMethod: RollbackMethod, clientMutationId: String
Parameters of the bulkReactivateLead mutation.
| Input field | Type | Description |
|---|---|---|
bulkFilter | BulkOperationInput! | Records to reactivate: includedIds minus excludedIds. Integrations can leave sessionId empty. |
rollbackMethod | RollbackMethod | ROLLBACK_ALL fails the whole request when any item fails; ROLLBACK_FAILED skips only the failed items and reports them in errors. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ChangeLabelFlagLeadInput input 5 fields: hot, priority, stalled, …
Parameters of the changeLabelFlagLead mutation.
| Input field | Type | Description |
|---|---|---|
hot | Boolean! | Marks the record as hot. |
priority | Boolean! | Marks the record as priority. |
stalled | Boolean! | Marks the record as stalled. |
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ChangeOwnershipLeadInput input 6 fields: ownerId, unitId, keepOwnerAsEditor, …
Parameters of the changeOwnershipLead mutation.
| Input field | Type | Description |
|---|---|---|
ownerId | ID! | User who becomes the new owner of the record. |
unitId | ID! | Sales unit the record is assigned to. |
keepOwnerAsEditor | Boolean! | When true, the previous owner (if still an active user) stays on the record as a shared user with the Editor role, and a Private sharing mode is switched to Standard. |
transferLinkedRecords | Boolean! | When true, the new owner and sales unit are also applied to the record's open tasks and appointments and its notes. Linked records that cannot be transferred are skipped without failing the mutation. |
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
CopyLeadInput input skipCopySuffix: Boolean, id: ID!, clientMutationId: String
Parameters of the copyLead mutation.
| Input field | Type | Description |
|---|---|---|
skipCopySuffix | Boolean | When true, the copy keeps the original name without the copy suffix. Defaults to false. |
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
CreateLeadInput input 34 fields: clientMutationId, modified, created, …
Field values of a new Lead record.
| Input field | Type | Description |
|---|---|---|
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
modified | DateTime | Last modification time. |
created | DateTime | Creation time. |
currencyExchangeRatesListId | ID | Id of the currency exchange rate list applied to this lead. |
description | String | Free-form description of the lead. |
isArchived | Boolean | True when the lead has been archived (lost). Archived leads remain readable but are hidden from active lists and cannot be edited until reactivated. |
labelFlag | Int | User-set colored flag used to highlight the lead in lists and reports. |
lastAiBuyingCenterApplied | DateTime | Time when an AI-suggested buying center was last applied to this lead. |
leadSourceId | ID | Id of the lead source recording how the lead originated (e.g. Website, Referral, Trade Show). |
leadTypeId | ID | Id of the lead type that classifies the lead and drives which form, fields and lead process apply. |
name | String! | Name of the entity and its default text representation. |
ownerId | ID | Id of the lead owner. |
quickAccountEmail | String | Free-text company email captured at lead creation when no Account record has been linked yet. |
quickAccountName | String | Free-text company name captured at lead creation when no Account record has been linked yet. |
quickAccountPhone | String | Free-text company phone captured at lead creation when no Account record has been linked yet. |
quickContactName | String | Free-text contact name captured at lead creation when no Contact record has been linked yet. |
quickEmail | String | Free-text contact email captured at lead creation when no Contact record has been linked yet. |
quickPhone | String | Free-text contact phone captured at lead creation when no Contact record has been linked yet. |
ranking | Int | Qualitative ranking score (1-10) the user assigns to indicate the strength of the lead. |
reasonOfCloseDescription | String | Free-form note explaining why the lead was archived (lost). Captured alongside reasonOfClose. |
reasonOfCloseId | ID | Id of the reason recorded when the lead is archived (lost), or empty when none was given. |
shareMode | ShareModeEnum | Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharingUnits / sharingClients lists control who is granted access. |
stepId | ID | Id of the lead process step. |
unitId | ID | Id of the sales unit. |
customFields | JSONString | Custom field values to set, as a JSON object keyed by custom field API name, e.g. {"cfBudget": 1000}. Only the custom fields included are changed; each value uses the format of that field. |
revision | Int | Revision when entity was lastly changed. |
contactRelations | [CreateLeadOpptyContactRelationNoLeadOpptyBackrefInput!] | Contacts linked to this lead, including their roles and org-chart positions. |
accountRelations | [CreateLeadOpptyAccountRelationNoLeadOpptyBackrefInput!] | Accounts linked to this lead, including the primary-account flag. |
sharingUnits | [CreateLeadOpptySharingSalesUnitRelationNoLeadOpptyBackrefInput!] | Sales units that have been granted shared access to this lead. Editable only when shareMode allows unit sharing. |
sharingClients | [CreateLeadOpptySharingClientRelationNoLeadOpptyBackrefInput!] | Users that have been granted shared access to this lead. Editable only when shareMode allows user sharing. |
documents | [CreateCloudObjectRelationNoBackrefInput!] | Documents linked to this lead. |
tags | [CreateTagRelationNoLeadBackrefInput!] | Tag labels applied to this lead. |
staticProfiles | [CreateProfileRelationNoLeadOpptyBackrefInput!] | Saved view profiles this lead currently matches. |
lostDate | DateTime | Timestamp of when the lead was archived (lost). Setting it adjusts the underlying loss event; empty for leads that have not been archived. |
CreateOrUpdateLeadInput input 35 fields: clientMutationId, id, modified, …
Field values of a Lead record to create, or to update when its id is set.
| Input field | Type | Description |
|---|---|---|
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
id | ID | Unique identifier of entity. |
modified | DateTime | Last modification time. |
created | DateTime | Creation time. |
currencyExchangeRatesListId | ID | Id of the currency exchange rate list applied to this lead. |
description | String | Free-form description of the lead. |
isArchived | Boolean | True when the lead has been archived (lost). Archived leads remain readable but are hidden from active lists and cannot be edited until reactivated. |
labelFlag | Int | User-set colored flag used to highlight the lead in lists and reports. |
lastAiBuyingCenterApplied | DateTime | Time when an AI-suggested buying center was last applied to this lead. |
leadSourceId | ID | Id of the lead source recording how the lead originated (e.g. Website, Referral, Trade Show). |
leadTypeId | ID | Id of the lead type that classifies the lead and drives which form, fields and lead process apply. |
name | String | Name of the entity and its default text representation. |
ownerId | ID | Id of the lead owner. |
quickAccountEmail | String | Free-text company email captured at lead creation when no Account record has been linked yet. |
quickAccountName | String | Free-text company name captured at lead creation when no Account record has been linked yet. |
quickAccountPhone | String | Free-text company phone captured at lead creation when no Account record has been linked yet. |
quickContactName | String | Free-text contact name captured at lead creation when no Contact record has been linked yet. |
quickEmail | String | Free-text contact email captured at lead creation when no Contact record has been linked yet. |
quickPhone | String | Free-text contact phone captured at lead creation when no Contact record has been linked yet. |
ranking | Int | Qualitative ranking score (1-10) the user assigns to indicate the strength of the lead. |
reasonOfCloseDescription | String | Free-form note explaining why the lead was archived (lost). Captured alongside reasonOfClose. |
reasonOfCloseId | ID | Id of the reason recorded when the lead is archived (lost), or empty when none was given. |
shareMode | ShareModeEnum | Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharingUnits / sharingClients lists control who is granted access. |
stepId | ID | Id of the lead process step. |
unitId | ID | Id of the sales unit. |
customFields | JSONString | Custom field values to set, as a JSON object keyed by custom field API name, e.g. {"cfBudget": 1000}. Only the custom fields included are changed; each value uses the format of that field. |
revision | Int | Revision when entity was lastly changed. |
contactRelations | [CreateLeadOpptyContactRelationNoLeadOpptyBackrefInput!] | Contacts linked to this lead, including their roles and org-chart positions. |
accountRelations | [CreateLeadOpptyAccountRelationNoLeadOpptyBackrefInput!] | Accounts linked to this lead, including the primary-account flag. |
sharingUnits | [CreateLeadOpptySharingSalesUnitRelationNoLeadOpptyBackrefInput!] | Sales units that have been granted shared access to this lead. Editable only when shareMode allows unit sharing. |
sharingClients | [CreateLeadOpptySharingClientRelationNoLeadOpptyBackrefInput!] | Users that have been granted shared access to this lead. Editable only when shareMode allows user sharing. |
documents | [CreateCloudObjectRelationNoBackrefInput!] | Documents linked to this lead. |
tags | [CreateTagRelationNoLeadBackrefInput!] | Tag labels applied to this lead. |
staticProfiles | [CreateProfileRelationNoLeadOpptyBackrefInput!] | Saved view profiles this lead currently matches. |
lostDate | DateTime | Timestamp of when the lead was archived (lost). Setting it adjusts the underlying loss event; empty for leads that have not been archived. |
CreateTagRelationNoLeadBackrefInput input 15 fields: modified, created, accountId, …
Field values of a new TagRelation record, created together with the record it belongs to.
| Input field | Type | Description |
|---|---|---|
modified | DateTime | Last modification time. |
created | DateTime | Creation time. |
accountId | ID | Id of the linked account. |
appointmentId | ID | Id of the linked appointment. |
contactId | ID | Id of the linked contact. |
customEntityId | ID | Id of the linked custom entity record. |
emailId | ID | Id of the linked email. |
opptyId | ID | Id of the linked opportunity. |
processId | ID | Id of the linked sales process. |
projectId | ID | Id of the linked project. |
quoteId | ID | Id of the linked quote. |
solutionId | ID | Id of the linked solution. |
tagId | ID! | Id of the tag attached to the record. |
taskId | ID | Id of the linked task. |
revision | Int | Revision when entity was lastly changed. |
DeleteLeadInput input clientMutationId: String, id: ID!
Id of the Lead record to delete.
| Input field | Type | Description |
|---|---|---|
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
id | ID! | Unique identifier of entity. |
ManageSharingLeadInput input 5 fields: shareMode, sharingClients, sharingUnits, …
Parameters of the manageSharingLead mutation.
| Input field | Type | Description |
|---|---|---|
shareMode | ShareModeEnum! | Sharing mode of the record: Standard, Private, AllView or AllEdit. |
sharingClients | [CreateLeadOpptySharingClientRelationNoLeadOpptyBackrefInput!] | Users the record is shared with, each with the Watcher (view) or Editor (edit) role. Send an empty list to remove all shared users. |
sharingUnits | [CreateLeadOpptySharingSalesUnitRelationNoLeadOpptyBackrefInput!] | Sales units the record is shared with, each with the Watcher or Editor role. Send an empty list to remove all shared units. |
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
MoveLeadInput input entity: UpdateLeadInput!, memoText: String, completeActivityIds: [UUID!], clientMutationId: String
Parameters of the moveLead mutation.
| Input field | Type | Description |
|---|---|---|
entity | UpdateLeadInput! | Id of the lead, the target step (stepId) and any field values to save with the move. |
memoText | String | Text of a memo added to the lead together with the move. |
completeActivityIds | [UUID!] | Ids of tasks linked to the lead to mark as completed. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
QualifyLeadInput input entity: UpdateOpportunityInput!, clientMutationId: String
Parameters of the qualifyLead mutation.
| Input field | Type | Description |
|---|---|---|
entity | UpdateOpportunityInput! | Id of the lead, the target opportunity step (stepId) and any opportunity field values to set. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ReactivateLeadInput input id: ID!, clientMutationId: String
Parameters of the reactivateLead mutation.
| Input field | Type | Description |
|---|---|---|
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ReleaseOwnershipLeadInput input id: ID!, clientMutationId: String
Parameters of the releaseOwnershipLead mutation.
| Input field | Type | Description |
|---|---|---|
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
RestoreLeadInput input id: ID!, clientMutationId: String
Parameters of the restoreLead mutation.
| Input field | Type | Description |
|---|---|---|
id | ID! | Identifier of the LeadEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
UpdateLeadInput input 35 fields: clientMutationId, id, modified, …
Id of a Lead record and the field values to change.
| Input field | Type | Description |
|---|---|---|
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
id | ID! | Unique identifier of entity. |
modified | DateTime | Last modification time. |
created | DateTime | Creation time. |
currencyExchangeRatesListId | ID | Id of the currency exchange rate list applied to this lead. |
description | String | Free-form description of the lead. |
isArchived | Boolean | True when the lead has been archived (lost). Archived leads remain readable but are hidden from active lists and cannot be edited until reactivated. |
labelFlag | Int | User-set colored flag used to highlight the lead in lists and reports. |
lastAiBuyingCenterApplied | DateTime | Time when an AI-suggested buying center was last applied to this lead. |
leadSourceId | ID | Id of the lead source recording how the lead originated (e.g. Website, Referral, Trade Show). |
leadTypeId | ID | Id of the lead type that classifies the lead and drives which form, fields and lead process apply. |
name | String | Name of the entity and its default text representation. |
ownerId | ID | Id of the lead owner. |
quickAccountEmail | String | Free-text company email captured at lead creation when no Account record has been linked yet. |
quickAccountName | String | Free-text company name captured at lead creation when no Account record has been linked yet. |
quickAccountPhone | String | Free-text company phone captured at lead creation when no Account record has been linked yet. |
quickContactName | String | Free-text contact name captured at lead creation when no Contact record has been linked yet. |
quickEmail | String | Free-text contact email captured at lead creation when no Contact record has been linked yet. |
quickPhone | String | Free-text contact phone captured at lead creation when no Contact record has been linked yet. |
ranking | Int | Qualitative ranking score (1-10) the user assigns to indicate the strength of the lead. |
reasonOfCloseDescription | String | Free-form note explaining why the lead was archived (lost). Captured alongside reasonOfClose. |
reasonOfCloseId | ID | Id of the reason recorded when the lead is archived (lost), or empty when none was given. |
shareMode | ShareModeEnum | Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharingUnits / sharingClients lists control who is granted access. |
stepId | ID | Id of the lead process step. |
unitId | ID | Id of the sales unit. |
customFields | JSONString | Custom field values to set, as a JSON object keyed by custom field API name, e.g. {"cfBudget": 1000}. Only the custom fields included are changed; each value uses the format of that field. |
revision | Int | Revision when entity was lastly changed. |
contactRelations | [CreateLeadOpptyContactRelationNoLeadOpptyBackrefInput!] | Contacts linked to this lead, including their roles and org-chart positions. |
accountRelations | [CreateLeadOpptyAccountRelationNoLeadOpptyBackrefInput!] | Accounts linked to this lead, including the primary-account flag. |
sharingUnits | [CreateLeadOpptySharingSalesUnitRelationNoLeadOpptyBackrefInput!] | Sales units that have been granted shared access to this lead. Editable only when shareMode allows unit sharing. |
sharingClients | [CreateLeadOpptySharingClientRelationNoLeadOpptyBackrefInput!] | Users that have been granted shared access to this lead. Editable only when shareMode allows user sharing. |
documents | [CreateCloudObjectRelationNoBackrefInput!] | Documents linked to this lead. |
tags | [CreateTagRelationNoLeadBackrefInput!] | Tag labels applied to this lead. |
staticProfiles | [CreateProfileRelationNoLeadOpptyBackrefInput!] | Saved view profiles this lead currently matches. |
lostDate | DateTime | Timestamp of when the lead was archived (lost). Setting it adjusts the underlying loss event; empty for leads that have not been archived. |
ArchiveLeadPayload object result: LeadEntity, clientMutationId: String
Result of the archiveLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The archived lead. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BackToLeadPayload object result: LeadEntity, clientMutationId: String
Result of the backToLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The resulting lead. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkArchiveLeadPayload object result: BulkUpdateResults!, clientMutationId: String
Result of the bulkArchiveLead mutation.
| Field | Type | Description |
|---|---|---|
result | BulkUpdateResults! | Ids of the archived leads and the items that failed. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkBackToLeadPayload object result: BulkUpdateResults!, clientMutationId: String
Result of the bulkBackToLead mutation.
| Field | Type | Description |
|---|---|---|
result | BulkUpdateResults! | Ids of the converted records and the items that failed. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkMoveLeadPayload object result: BulkUpdateResults!, clientMutationId: String
Result of the bulkMoveLead mutation.
| Field | Type | Description |
|---|---|---|
result | BulkUpdateResults! | Ids of the moved leads and the items that failed. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkQualifyLeadPayload object result: BulkUpdateResults!, clientMutationId: String
Result of the bulkQualifyLead mutation.
| Field | Type | Description |
|---|---|---|
result | BulkUpdateResults! | Ids of the qualified records (the new opportunities keep the lead ids) and the items that failed. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkReactivateLeadPayload object result: BulkUpdateResults!, clientMutationId: String
Result of the bulkReactivateLead mutation.
| Field | Type | Description |
|---|---|---|
result | BulkUpdateResults! | Ids of the reactivated records and the items that failed. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
BulkUpdateLeadPayload object result: BulkUpdateResults!
Result of the bulkUpdateLead mutation.
| Field | Type | Description |
|---|---|---|
result | BulkUpdateResults! | Ids of the created, updated and deleted records, and the items that failed. |
ChangeLabelFlagLeadPayload object result: LeadEntity, clientMutationId: String
Result of the changeLabelFlagLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The updated record. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ChangeOwnershipLeadPayload object result: LeadEntity, clientMutationId: String
Result of the changeOwnershipLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The record with its new owner. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ConvertLeadPayload object lead: LeadEntity!, clientMutationId: String
Result of the convertLead mutation.
| Field | Type | Description |
|---|---|---|
lead | LeadEntity! | The created record. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
CopyLeadPayload object result: LeadEntity, clientMutationId: String
Result of the copyLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The new lead. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
CreateLeadPayload object lead: LeadEntity, clientMutationId: String
Result of the createLead mutation.
| Field | Type | Description |
|---|---|---|
lead | LeadEntity | The created record. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
DeleteLeadPayload object lead: LeadEntity, clientMutationId: String
Result of the deleteLead mutation.
| Field | Type | Description |
|---|---|---|
lead | LeadEntity | The deleted record. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ManageSharingLeadPayload object result: LeadEntity, clientMutationId: String
Result of the manageSharingLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The record with its updated sharing. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
MoveLeadPayload object result: LeadEntity, clientMutationId: String
Result of the moveLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The moved lead. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
QualifyLeadPayload object result: OpportunityEntity, clientMutationId: String
Result of the qualifyLead mutation.
| Field | Type | Description |
|---|---|---|
result | OpportunityEntity | The created opportunity. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ReactivateLeadPayload object result: LeadEntity, clientMutationId: String
Result of the reactivateLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The reactivated lead. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ReleaseOwnershipLeadPayload object result: LeadEntity, clientMutationId: String
Result of the releaseOwnershipLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The released lead. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
RestoreLeadPayload object result: LeadEntity, clientMutationId: String
Result of the restoreLead mutation.
| Field | Type | Description |
|---|---|---|
result | LeadEntity | The restored record. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
UpdateLeadPayload object lead: LeadEntity, clientMutationId: String
Result of the updateLead mutation.
| Field | Type | Description |
|---|---|---|
lead | LeadEntity | The updated record. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
EntityScoringResult object 8 fields: categories, score, trend, …
Score of a record: its value, trend and category, and the rules that affect it.
| Field | Type | Description |
|---|---|---|
categories | [EntityScoringCategory!]! | Score categories of the scoring, such as Hot, Warm and Cold. |
score | Int! | Score of the record as a percentile from 0 to 100, comparing its rule points with those of the other records of the same scoring; 0 when it has no points. |
trend | EntityScoringTrendEnum! | How the score changed compared with the previous calculation. |
rules | [EntityScoringResultRule!]! | Scoring rules that currently add points to the score of the record, or subtract them. |
entityScoringId | UUID! | Id of the scoring the record was scored by. |
entityScoringName | String! | Name of the scoring the record was scored by. |
entityScoringUseLang | Boolean! | When true, entityScoringName is treated as a translation key and resolved through the translation system; otherwise the literal text is shown. |
lastCalculation | DateTime! | When the score of the record was last calculated. |
EntityScoringResultRule object id: UUID!, name: String!, useLang: Boolean!, trend: EntityScoringTrendEnum!
Scoring rule that currently adds points to the score of a record, or subtracts them.
| Field | Type | Description |
|---|---|---|
id | UUID! | Id of the scoring rule. |
name | String! | Name of the scoring rule. |
useLang | Boolean! | When true, name is treated as a translation key and resolved through the translation system; otherwise the literal text is shown. |
trend | EntityScoringTrendEnum! | Whether the rule adds points to the score or subtracts them. |
EntityScoringTrendEnum enum Decreasing, Increasing, NoChange
Direction of a record's score, or of one scoring rule's contribution to it.
| Value | Description |
|---|---|
Decreasing | The score went down, or the rule subtracts points. |
Increasing | The score went up, or the rule adds points. |
NoChange | The score did not change, or the rule adds no points. |
LeadAutoPrefill object entity: LeadEntity, fieldIds: [UUID!]!
New, unsaved lead pre-filled with the values of an AI suggestion, with the ids of the fields that were filled in.
| Field | Type | Description |
|---|---|---|
entity | LeadEntity | New lead carrying the pre-filled values; it is not saved. |
fieldIds | [UUID!]! | Ids of the fields that were filled in. |
LeadStatusEnum enum Open, Lost, Qualified
Status of a lead.
| Value | Description |
|---|---|
Open | The lead is active. |
Lost | The lead was archived as lost. |
Qualified | The lead was qualified into an opportunity. |