Pipelines
Deals and Leads pipeline management through Deals.Pipelines Category
All leads and deals pass through a pipeline which helps visualize your sales process to predict revenue and identify roadblocks. This is a process to keep track of all ongoing leads and deals related activities.
| Endpoint | Type | Description | Status |
|---|---|---|---|
| Browse Pipelines | GET | All pipelines are retrieved as per the user security access. | LIVE |
| Add Pipeline | POST | This endpoints provision adding a new pipeline into the Samdock system. | LIVE |
| Edit Pipeline | PATCH | A pipeline details can be altered through this endpoint. Only specific fields referred in the request body will be entertained. | LIVE |
| Remove Pipeline | DELETE | Pipeline can be deleted by consuming this endpoint. | LIVE |
| Change Pipeline Stage Name | PATCH | A pipeline stage name is editable using this endpoint. There are multiple stages under a single pipeline. | LIVE |
| Remove Pipeline Stage | DELETE | A stage can be removed from a pipeline using this endpoint. | LIVE |
| Change Stage Position | PUT | Each stage in a pipeline is positions as per its purpose. Altering the position can be done using this endpoint. | LIVE |
| Add Pipeline Stage | POST | A new pipeline stage can be added into the pipeline. This endpoint handles the stage addition to the pipeline. | LIVE |
| Sort Stage Deal | PATCH | Sorting the stages post adding news one requires this endpoint to be executed. | LIVE |
Updated about 2 years ago