Leads, opportunities, and deals
In Teamwork CRM, we mostly use the words “leads” and “opportunities”. In the API and under the hood, they’re all “deals”. After all, a lead and opportunity are not very different. An opportunity is a qualified lead and that’s just a lead in an opportunity pipeline (qualified pipeline). This is an over-simplification but when a lead is qualified, it’s moved to a qualified pipeline.
Pipeline’s have an
isQualified Boolean property. So when trying to figure out if a deal is qualified you could
GET deals/1.json?include=stage.pipeline and check if the pipeline is qualified.
To make this easier we added a read-only
isQualified property to the deal model so you don’t need to look up these extra entities.
If you have any feedback or suggestions, feel free to contact us at firstname.lastname@example.org.