LeadManager client API

The following operations are supported. For a formal definition, please review the Service Description.

• AddAgent
  

  Add new Agent to your database

• AddAgentRole
  

  Add Security Role for Agent

• AddAgentToGroup
  

  Modify Agent's Group

• AddCampaign
  

  Add a new campaign to your database

• AddDirectMailLeads
• AddField
  

  Add a new field to the FormBuilder in your database

• AddFieldGroup
  

  Add a new field group to the FormBuilder in your database

• AddLeadAction
  

  Take an action on an existing lead in your database

• AddLeads
  

  Add new lead(s) to your database

• AddLeadsEx
  

  Add new lead(s) to your database. Same as AddLeads, with added ability to set the LeadFormType

• AddOptOut
  

  Add a email to your opt out list

• AssignViaDistribution
  

  Assign a lead to an agent via a distribution program

• CopyLead
• DeactivateAgent
• DeleteCallRecordings
  

  Deletes Call Recordings for a specified time frame.

• DeleteSmsOptOut
  

  Opt-in Phone Numbers to SMS Messaging

• DisableReceiveLeads
• GetActionTypes
  

  Return a list of available actions in your database

• GetAgent
  

  Return a user in your database

• GetAgents
  

  Return a list of users in your database

• GetAgentsInGroup
  

  Return a list of users that are within a specified group

• GetAgentsQualified
  

  Return a list of users that are available to receive a specific lead

• GetCallHistoryReport
  

  Executes and returns the list of all calls in the call history report during a specific timeframe.

• GetCampaignGroups
  

  Return a list of campaign groups in your database

• GetCampaigns
  

  Return a list of campaigns in your database

• GetCampaignTypes
  

  Return a list of all possible campaign types

• GetDistributionAuditLog
  

  Get the Distribution Audit Log data pertaining to the specified Lead or Call Id.

• GetFieldGroups
  

  Return a list of field groups in your database

• GetFields
  

  Return a list of fields in your database

• GetFieldTypes
  

  Return a list of all possible field types

• GetGroups
  

  Return a list of agent groups in your database

• GetLastCreatedLead
  

  Return the last lead added to your database

• GetLastModifiedLead
  

  Return the most recently modified lead in your database

• GetLead
  

  Return a single lead

• GetLeadAndQualifiedAgentsByPhone
  

  Search for the most recently created lead and a list of users that are qualified to receive this lead by phone

• GetLeadAndQualifiedAgentsByPhoneWithLead
  

  Return most recently created lead by phone and agents qualified to receive lead.

• GetLeadFormTypes
• GetLeadIds
  

  Return the id of lead(s) that have been created within a specific time duration. Based on CreateDate

• GetLeadIdsEx
• GetLeadIdsSpan
  

  Return the id of lead(s) that have been modified in the past X minutes. Based on ModifyDate

• GetLeads
  

  Return lead(s) that have been created within a specific time duration. Based on CreateDate

• GetLeadsByEmail
• GetLeadsByPhone
  

  Search for Leads by Phone

• GetLeadsSpan
  

  Return lead(s) that have been modified in the past X minutes. Based on ModifyDate

• GetMilestones
  

  Return a list of lead milestones in your database

• GetPrograms
  

  Return a list of lead distribution programs in your database

• GetProviders
  

  Return a list of lead provider integrations in your database

• GetQualifiedAgents
  

  Return a list of users that are qualified to receive a specific lead and the lead information

• GetReportResults
  

  Executes and returns the results of a specified Custom Report

• GetReportResultsWithoutFilters
  

  Executes and returns the results of a specified Custom Report without FilterItems

• GetReports
  

  Return a list of reports in your database

• GetServerTime
  

  Return current date and time from the Leads360 data server, PST

• GetStatuses
  

  Return a list of available statuses in your database

• GetVersion
  

  Return current version of the Web Service

• GetVisibilityTypes
  

  Return a list of all possible visibility types

• ModifyAgent
  

  Modify existing Agent

• ModifyAgentPassword
• ModifyLeadAgent
  

  Modifies the Agent assigned to a lead in your database

• ModifyLeadCampaign
  

  Modifies the campaign of a lead in your database

• ModifyLeadField
  

  Modifies the field data within a lead in your database

• ModifyLeads
  

  Modifies one or more existing lead(s) in your database

• ModifyLeadStatus
  

  Modifies the status of a lead in your database

• PostSmsOptOut
  

  Opt-Out a Phone Number from SMS Messaging

• RemoveCampaign
  

  Removes a campaign from your database

• RemoveLead
  

  Removes a lead from your database