Opportunity Management
Qualification Management
Qualification Management provides functionality to manage qualification rules for opportunities within the system. This service enables creating, updating, and retrieving qualification rules associated with clients.
Qualification Operations
Qualification Operations provide tools to create, update, and retrieve qualification rules, enabling the evaluation of opportunities based on predefined criteria.
Qualification Operations - Create Qualification POST /v1/api/qualification/create
| Resource URL | /v1/api/qualification/create |
|---|---|
| Response Format | JSON |
| Requires Authentication | Yes |
| Rate Limited | Yes |
| HTTPS | Yes |
Parameters
| Parameter | Description | Required | Type | Default Value |
|---|---|---|---|---|
| rule_name | Name of the qualification rule | Yes | String | N/A |
| rule | Array of rule conditions for qualification | Yes | Array[RuleBase] | N/A |
| client_id | ID of the client associated with this qualification | Yes | String | N/A |
| create_user | User who created the qualification rule | Yes | String | N/A |
Example Request
Example Response
HTTP Responses
| HTTP Code | Message |
|---|---|
| 200 | Successful Response |
| 422 | Validation Error |
Qualification Operations - Update Qualification PUT /v1/api/qualification/update/{qualification_id}
| Resource URL | /v1/api/qualification/update/{qualification_id} |
|---|---|
| Response Format | JSON |
| Requires Authentication | Yes |
| Rate Limited | Yes |
| HTTPS | Yes |
Parameters
| Parameter | Description | Required | Type | Default Value |
|---|---|---|---|---|
| qualification_id | ID of the qualification to update | Yes | String | N/A |
| rule_name | Name of the qualification rule | Yes | String | N/A |
| rule | Array of rule conditions for qualification | Yes | Array[RuleBase] | N/A |
Example Request
Example Response
HTTP Responses
| HTTP Code | Message |
|---|---|
| 200 | Successful Response |
| 422 | Validation Error |
Qualification Operations - Get Qualification Rule GET /v1/api/qualification/get_qualification_rule/{client_id}
| Resource URL | /v1/api/qualification/get_qualification_rule/{client_id} |
|---|---|
| Response Format | JSON |
| Requires Authentication | Yes |
| Rate Limited | Yes |
| HTTPS | Yes |
Parameters
| Parameter | Description |
|---|---|
| client_id | Path parameter: ID of the client |
Example Request
Example Response
HTTP Responses
| HTTP Code | Message |
|---|---|
| 200 | Successful Response |
| 422 | Validation Error |