CRM - Leads & Field Ops
Lead capture, qualification, and field-visit scheduling (Development Agent). Served through the Kong API gateway: sign in with POST /v1/auth/login (A2C - Identity & Access) and send 'Authorization: Bearer <token>'.
Endpoints
15 APIs- Sign in to try
Create a lead
POST/v1/leads - Sign in to try
List and search leads
GET/v1/leads - Sign in to try
Get lead counts by status
GET/v1/leads/summary - Sign in to try
Get lead form dropdown options
GET/v1/leads/metadata - Sign in to try
List assignable agents
GET/v1/leads/assignable-users - Sign in to try
Update a lead's status
PATCH/v1/leads/{id}/status - Sign in to try
Assign a lead to an agent
PATCH/v1/leads/{id}/assignment - Sign in to try
Add a comment to a lead
POST/v1/leads/{id}/comments - Sign in to try
Get a lead's activity timeline
GET/v1/leads/{id}/timeline - Sign in to try
Get a lead's call history
GET/v1/leads/{id}/call-logs - Sign in to try
List credit information for a lead
GET/v1/leads/{id}/credit-info - Sign in to try
Add credit information for a lead
POST/v1/leads/{id}/credit-info - Sign in to try
List scheduled visits
GET/v1/visit-schedules - Sign in to try
Schedule a field visit
POST/v1/visit-schedules - Sign in to try
Update a visit's status
PATCH/v1/visit-schedules/{id}/status