Hot Prospects

Entity›Relationship›CommercialRelationship.HotProspect

A Hot Prospect is an engaged lead showing strong buying signals — typically a Lead that has responded to outreach, requested a demo, or otherwise progressed beyond initial contact. Hot Prospects sit between Leads and qualified Prospects in the sales funnel.

The TribeCRM commercial funnel is: Suspect → Lead → HotProspect → Prospect → Customer.

Two variants

• Organisation Hot Prospect — Relationship_Organization_CommercialRelationship_HotProspect — when the prospect is a company.
• Person Hot Prospect — Relationship_Person_CommercialRelationship_HotProspect — when the prospect is an individual (B2C).

Both share the same fields and lifecycle; the only difference is which Relation subtype is linked (Organization vs Person).

Endpoints

List Hot Prospects

Retrieve a paginated list of hot prospects.

Organisation (B2B)

GET/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect

Person (B2C)

GET/v1/odata/Relationship_Person_CommercialRelationship_HotProspect

Single Hot Prospect

Retrieve a single hot prospect by its ID.

Organisation (B2B)

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

Person (B2C)

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

Create Hot Prospect with a New Relation

Create a hot prospect relationship and its underlying Organisation or Person in one call.

Organisation (B2B)

POST/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect

Person (B2C)

POST/v1/odata/Relationship_Person_CommercialRelationship_HotProspect

• Relation.ID — The parent Relation (typically your own organisation).
• Organization / Person — The child Relation fields (created automatically). For Person, LastName is mandatory.

Create Hot Prospect from an Existing Relation

Link an existing Organisation or Person as a hot prospect.

Organisation (B2B)

POST/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect

Person (B2C)

POST/v1/odata/Relationship_Person_CommercialRelationship_HotProspect

Update Hot Prospect

Update an existing hot prospect relationship. Provide only the fields to update.

Organisation (B2B)

PUT/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect({id})

Person (B2C)

PUT/v1/odata/Relationship_Person_CommercialRelationship_HotProspect({id})

Convert Hot Prospect to next funnel stage

Promote a Hot Prospect to a Prospect or Customer by changing its _Type. All linked activities, notes, and history are preserved.

Organisation (B2B)

POST/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect

Person (B2C)

POST/v1/odata/Relationship_Person_CommercialRelationship_HotProspect

Use the Relationship ID, not any of the Relation IDs.

note

Type conversion only works within the same Relation type: an Organisation Hot Prospect can become an Organisation Prospect/Customer, a Person Hot Prospect can become a Person Prospect/Customer. You cannot cross-convert between Organisation and Person variants.

Delete Hot Prospect

Delete a hot prospect relationship by ID. This removes the role but does not delete the underlying Organisation or Person.

Organisation (B2B)

DELETE/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect({id})

Person (B2C)

DELETE/v1/odata/Relationship_Person_CommercialRelationship_HotProspect({id})

Fields

Standard Fields (all entities)

Field	Type	Description
ID	Guid	Primary key (UUID)
_Type	String	Entity type discriminator (Relationship.Organization.CommercialRelationship.HotProspect or Relationship.Person.CommercialRelationship.HotProspect)
_Name	String	Computed display name
SortIndex	Double	Sorting order
CreationDate	DateTimeOffset	Date the record was created
LastMutationDate	DateTimeOffset	Date of the last modification
IsActive	Boolean	Whether the record is active
IsClosed	Boolean	Whether the record is closed

Hot Prospect Fields

Field	Type	Description
Name	String	Hot Prospect display name

Relationships

Relationship	Target Entity	Cardinality	Description
Relation	Relation	N:1	Parent relation (your organisation)
Organization	Relation.Organization	N:1	B2B only: the hot prospect organisation
Person	Relation.Person	N:1	B2C only: the hot prospect person
Status	Datastore	N:1	Hot Prospect status

Expanding Relationships

GET/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect({id})?$expand=Organization,Relation

GET/v1/odata/Relationship_Person_CommercialRelationship_HotProspect({id})?$expand=Person,Relation

Navigating Relationships

GET/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect({id})/Relation

Filtering Examples

The same $filter syntax applies to both Organisation and Person variants — substitute the entity URL accordingly.

GET/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect?$filter=contains(Name, '{Name}')&$top={top}

GET/v1/odata/Relationship_Person_CommercialRelationship_HotProspect?$filter=CreationDate gt {CreationDate}&$top={top}

GET/v1/odata/Relationship_Organization_CommercialRelationship_HotProspect?$filter=IsClosed eq {IsClosed}&$top={top}