Prospects

Entity›Relationship›CommercialRelationship.Prospect

A Prospect is a qualified lead in active negotiation — typically the stage where pricing discussions, demos, and procurement begin. Prospects sit between Hot Prospects and Customers in the sales funnel.

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

Two variants

• Organisation Prospect — Relationship_Organization_CommercialRelationship_Prospect — when the prospect is a company.
• Person Prospect — Relationship_Person_CommercialRelationship_Prospect — 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 Prospects

Retrieve a paginated list of prospects.

Organisation (B2B)

GET/v1/odata/Relationship_Organization_CommercialRelationship_Prospect

Person (B2C)

GET/v1/odata/Relationship_Person_CommercialRelationship_Prospect

Single Prospect

Retrieve a single prospect by its ID.

Organisation (B2B)

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

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

Person (B2C)

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

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

Create Prospect with a New Relation

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

Organisation (B2B)

POST/v1/odata/Relationship_Organization_CommercialRelationship_Prospect

Person (B2C)

POST/v1/odata/Relationship_Person_CommercialRelationship_Prospect

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

Create Prospect from an Existing Relation

Link an existing Organisation or Person as a prospect.

Organisation (B2B)

POST/v1/odata/Relationship_Organization_CommercialRelationship_Prospect

Person (B2C)

POST/v1/odata/Relationship_Person_CommercialRelationship_Prospect

Update Prospect

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

Organisation (B2B)

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

Person (B2C)

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

Convert Prospect to Customer

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

Organisation (B2B)

POST/v1/odata/Relationship_Organization_CommercialRelationship_Prospect

Person (B2C)

POST/v1/odata/Relationship_Person_CommercialRelationship_Prospect

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

note

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

Delete Prospect

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

Organisation (B2B)

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

Person (B2C)

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

Fields

Standard Fields (all entities)

Field	Type	Description
ID	Guid	Primary key (UUID)
_Type	String	Entity type discriminator (Relationship.Organization.CommercialRelationship.Prospect or Relationship.Person.CommercialRelationship.Prospect)
_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

Prospect Fields

Field	Type	Description
Name	String	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 prospect organisation
Person	Relation.Person	N:1	B2C only: the prospect person
Status	Datastore	N:1	Prospect status

Expanding Relationships

GET/v1/odata/Relationship_Organization_CommercialRelationship_Prospect({id})?$expand=Organization

GET/v1/odata/Relationship_Person_CommercialRelationship_Prospect({id})?$expand=Person

Navigating Relationships

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

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

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