[Released] Converted Leads, Quotes, Jobs

[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.

[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

[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?

[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.

[BrettCrowley]

Hi Muqeet,

Can you give any more information on adding ConvertedFromLead?

Thanks

[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"
}

[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?

[Muqeet]

I ll try my best to get this out in upcoming release.