<p>This API searches for and retrieves existing sales opportunity information in the Elead CRM. Opportunity information includes details related to the sales team, source, vehicle of interest and vehicle trade information.</p>
How do you fetch the "Comment" posted to an Opportunity
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With this API call we can add a comment to an opportunity....
https://api.fortellis.io/sales/v2/elead/opportunities/comment
When this API is called it creates and completed activity called "Note" and can be fetched by
https://api.fortellis.io/sales/v1/elead/activities/history/byOpportunityId/
update customer status
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I browse through all the endpoint and do not see any that can update a customer status, for example, mark customer sold, opt out, etc, please help.
Invalid complete date error
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Why am I getting the 'Invalid complete date' error?
opportunity comment
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Is there a character limit when adding a comment to the opportunity?
create opportunity endpoint
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This endpoint asks for 'isPrimary' and 'isPositionPrimary' as required in the Sales Team Object. We wouldn't know, from the phone call, if this is the primary sales person associated with this newly created opportunity. Should we default to true or false in this case?
Call Recording Url
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Can we pass in a Call Recording Url that would be presented in ELead for the user to click on and listen to?
Agents
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When we make a call to create an Opportunity, do we have to attach an Agent? There will be use cases where we actually don't want to pass an assigned Agent; we'd want elead to handle Agent assignment based on rules that the Dealer has set.
dateIn field
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Am I able to enter any date for the dateIn field when creating a new opportunity?
send email
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Does sending an email through the Opportunities - Send Email endpoint stop the clock on leads?
time range
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Search Delta/ Search → does not seems to have a parameter to filter time range. We are planning to call this endpoint every minutes and try to avoid getting previous lead. Please advise on this matter.