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Sales Opportunity Phases

Entity›Datastore›Datastore.Phase›Datastore.Phase.ActivitySalesOpportunity

Sales Opportunity Phases define the workflow stages for Sales Opportunities. Use this endpoint to query the available phases and their IDs, which are needed to update the phase of a sales opportunitie.

Use the Datastore_Phase_ActivitySalesOpportunity endpoint to query phases for this activity type.

Endpoints​

List Sales Opportunity Phases​

GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity

Single Phase​

GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity({id})

Fields​

Inherited Fields (from Phase)​

See Phase Fields for all inherited fields including Name, Code, Icon, ActionName, IsAssignable, and IsTerminal.

Relationships​

RelationshipTarget EntityCardinalityDescription
SalesOpportunityActivity_SalesOpportunity1:NSalesOpportunity

Expanding Relationships​

GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity({id})?$expand=SalesOpportunity
GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity({id})/SalesOpportunity

Usage​

Query Available Phases​

GET /v1/odata/Datastore_Phase_ActivitySalesOpportunity?$select=Name,Code,IsTerminal

Update Phase on Sales Opportunitie​

POST /v1/odata/ActivitySalesOpportunity
{
  "ID": "{activity-id}",
  "Phase": {
    "ID": "{phase-id}"
  }
}

Filtering Examples​

GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity?$filter=Name eq '{Name}'&$top={top}
GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity?$filter=Code eq '{Code}'&$top={top}
GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity?$filter=IsTerminal eq {IsTerminal}&$top={top}
GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity?$filter=IsAssignable eq {IsAssignable}&$top={top}
GET/v1/odata/Datastore_Phase_ActivitySalesOpportunity?$filter=IsDefault eq {IsDefault}&$top={top}