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.

Feedback

If you have any feedback or suggestions, feel free to contact us at api@teamwork.com.