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REST APILeads and opportunities

Leads and opportunities

View as Markdown/reference/rest/families/leads-and-opportunities.mdOpen in ClaudeAsk Claude about this pageOpen in ChatGPTAsk ChatGPT about this page

Leads, opportunities, their types and revenue schedules, and the accounts and contacts on each deal.

  • 18 entities
EntityOperationsSummary
Leads8Potential deals before they are qualified. A lead moves through the steps of a lead process and becomes an opportunity when it is qualified.
Opportunities8Deals in a sales pipeline, with a value, a closing date and a step. Winning is a move to the last step; losing is archiving.
LeadOppties Read-only2Read-only: list and get LeadOppties.
LeadOpptyDataExRelations Read-only2Read-only: list and get LeadOpptyDataExRelations.
LeadOpptyKPIs8LeadOpptyKPIs: list, get, create, update and delete, plus batch operations.
LeadOpptySharingClientRelations8LeadOpptySharingClientRelations: list, get, create, update and delete, plus batch operations.
LeadOpptySharingSalesUnitRelations8LeadOpptySharingSalesUnitRelations: list, get, create, update and delete, plus batch operations.
LeadOpptyAccountRelations8LeadOpptyAccountRelations: list, get, create, update and delete, plus batch operations.
LeadOpptyContactGroupRelations8LeadOpptyContactGroupRelations: list, get, create, update and delete, plus batch operations.
LeadOpptyContactRelations8LeadOpptyContactRelations: list, get, create, update and delete, plus batch operations.
LeadOpptyContactSalesRoleRelations8LeadOpptyContactSalesRoleRelations: list, get, create, update and delete, plus batch operations.
LeadOpptyStepCheckListRelations8LeadOpptyStepCheckListRelations: list, get, create, update and delete, plus batch operations.
LeadTypes8LeadTypes: list, get, create, update and delete, plus batch operations.
OpportunityTypes8OpportunityTypes: list, get, create, update and delete, plus batch operations.
OpptyRevenueSchedulePeriods8OpptyRevenueSchedulePeriods: list, get, create, update and delete, plus batch operations.
OpptyRevenueSchedules8OpptyRevenueSchedules: list, get, create, update and delete, plus batch operations.
GhostLeadOpptyContactRelations8GhostLeadOpptyContactRelations: list, get, create, update and delete, plus batch operations.
GhostLeadOpptyContactSalesRoleRelations8GhostLeadOpptyContactSalesRoleRelations: list, get, create, update and delete, plus batch operations.

Indented entities are helpers of the entity above them: sharing, data-exchange and KPI relations.