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[Released] Converted Leads, Quotes, Jobs
Posted: Mon Jul 06, 2020 1:59 am
by BrettCrowley
Hi there, looking to do some reporting. We want to get data per salesperson:
All Leads
Leads converted to quotes
Reasons for leads lost
Quotes that have been created without being converted
Quotes converted to Jobs
Reasons for Quotes lost
Jobs that have been created without being converted.
Can you please point me in the direction of finding this - the only want I can really see to do it is through logs and timelines which isn't exactly robust.
Re: Converted Leads, Quotes, Jobs
Posted: Wed Jul 08, 2020 2:09 am
by Muqeet
Hello Brett,
the only want I can really see to do it is through logs and timelines which isn't exactly robust.
At the moment, logs would work in most of your scenarios.
✔ All Leads
/api/v1.0/companies/{companyID}/leads/?Salesperson.ID={ID}
✔ Leads converted to quotes ( quote log)
/api/v1.0/companies/{companyID}/logs/quotes/?Message=Converted lead no%25
✘ Reasons for leads lost (We don't have archive reasons in rest API for leads)
✔ Quotes that have been created without being converted ( quote log)
/api/v1.0/companies/{companyID}/logs/quotes/?Message=Created Quote
✔ Quotes converted to Jobs
/api/v1.0/companies/{companyID}/logs/quotes/?Message=Converted quote to Job%25
✘ Reasons for Quotes lost (N/A)
✔ Jobs that have been created without being converted.
/api/v1.0/companies/{companyID}/logs/jobs/?Message=Created Job
Re: Converted Leads, Quotes, Jobs
Posted: Wed Jul 08, 2020 3:46 am
by BrettCrowley
Hi Muqueet,
Thanks for the response. I'm hoping to do it without looking at the logs, for instance When querying a job, you can see if it was converted from a quote, however, there doesn't seem to be the same field for a quote.
Is there a reason you don't show archive reasons for leads?
Why are reasons for Quotes lost N/A?
Re: Converted Leads, Quotes, Jobs
Posted: Wed Jul 08, 2020 7:10 am
by Muqeet
We can introduce a field in quotes endpoint, like ConvertedFromLead. Archive reasons for leads are just not exposed yet on leads, we can work on it in future.
Why are reasons for Quotes lost N/A?
I would have to re-check. But the only `reasons` we have in quotes are archived reasons. if a quote is lost, it wouldn't be archived automatically it will just be closed (IsClosed). You can archive it and select an archive reason, or may be just update description when a quote is lost.
Re: Converted Leads, Quotes, Jobs
Posted: Fri Oct 09, 2020 12:12 am
by BrettCrowley
Hi Muqeet,
Can you give any more information on adding ConvertedFromLead?
Thanks
Re: Converted Leads, Quotes, Jobs
Posted: Fri Oct 09, 2020 2:09 am
by Muqeet
Hello Brett,
We are working on quotes endpoint to add ConvertedFromLead field which will give you the Lead id for the quotes converted from leads. The field will look like below in quotes endpoint response. I ll update this topic when we are ready to release.
Code: Select all
"ConvertedFromLead": {
"ID": 38,
"LeadName": "",
"DateCreated": "2020-10-09"
}
Re: [API-873] Converted Leads, Quotes, Jobs
Posted: Fri Oct 09, 2020 3:57 am
by BrettCrowley
Hi Muqeet,
That would be perfect. Do we have an ETA, like, in the next release or two? Or are we going to be waiting for a while?
Re: [API-873] Converted Leads, Quotes, Jobs
Posted: Fri Oct 09, 2020 4:02 am
by Muqeet
I ll try my best to get this out in upcoming release.