Leads API
Leads
Endpoint |
Method |
Permission |
Description |
|---|---|---|---|
|
GET |
central_ops, oem (own only) |
List leads. Filters: |
|
POST |
central_ops, oem |
Create lead. Body: |
|
GET |
central_ops, oem (own), field_team (assigned) |
Get lead detail with documents, survey status, installation status |
|
PATCH |
central_ops |
Update lead: status, assigned_to, intro_call_completed, charger_model |
|
GET |
central_ops |
Get full activity timeline (status changes, calls, documents, survey, installation events) |
|
POST |
central_ops |
Bulk import leads from CSV file. Returns import summary with success/error counts |
Documents
Endpoint |
Method |
Permission |
Description |
|---|---|---|---|
|
GET |
central_ops, customer (own lead) |
List documents for a lead |
|
POST |
central_ops, customer (own lead) |
Upload document. Body (multipart): |
|
GET |
central_ops |
Download/view document |
|
DELETE |
central_ops |
Remove document |
Lead Sources
Endpoint |
Method |
Permission |
Description |
|---|---|---|---|
|
GET |
central_ops, oem |
List lead sources |
|
POST |
central_ops |
Create lead source. Body: |
|
PATCH |
central_ops |
Update lead source |