Lead
Access path: PublicAPI.CRM.LeadMethods
Name | Description | |
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AddAuthorPermission |
Grant the author permission for the contractor
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AddComment(Lead, String) |
Add a comment to the lead
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AddComment(Lead, String, User) | ||
AddPermission(Lead, OrganizationItem, Permission) |
Grant permissions for a contractor to a job position
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AddPermission(Lead, User, Permission) |
Grant a user permissions for a contractor
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AddPermission(Lead, UserGroup, Permission) |
Grant a user group permissions for a contractor
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ConvertLeadToContractorLegal |
Convert a lead to a contractor
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Count |
Returns the total number of objects of this type
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Count(IEntityFilter) |
Get Total Number of Objects by Filter
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Create |
Create New Entity (without a Database entry)
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Delete |
Delete Object
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DeleteAuthorPermission |
Remove permissions for a contractor from the author
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DeletePermission(Lead, OrganizationItem) |
Delete all the permissions for a contractor from a job position
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DeletePermission(Lead, User) |
Remove all the permissions for a contractor from a user
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DeletePermission(Lead, UserGroup) |
Remove all the permissions for a contractor from a user group
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DeletePermission(Lead, OrganizationItem, Permission) |
Remove permissions for a contractor from a job position
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DeletePermission(Lead, User, Permission) |
Remove permissions to manage a contractor from a user
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DeletePermission(Lead, UserGroup, Permission) |
Remove permissions to manage a contractor from a user
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DisableInheritPermissions |
Disable inheriting permissions from category
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Dublicate(Lead, Sale, String) |
Mark the lead as a duplicate
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Dublicate(Lead, Contractor, String, Boolean) |
Mark the lead as a duplicate
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Dublicate(Lead, Lead, String, Boolean) |
Mark the lead as a duplicate
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EnableInheritPermissions |
Enable inheriting permissions from a category
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Filter |
Creates an assistant for working with the "Lead" object filter
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Find(FetchOptions) |
Find objects according to fetch options
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Find(String) |
Find objects according to the filter in the EQL language
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Find(IEntityFilter, FetchOptions) |
Fing objects according to fetch options and filter
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FindByIdArray |
Find All Objects by Array IDs
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IsDirty |
Check, if there are unsaved changes in the object
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IsNew |
Check, if the object is new (not saved in the database)
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Load(Guid) |
Load by UID. If not found, an exception is invoked
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Load(Int64) |
Load by ID. If not found, an exception is invoked
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LoadOrCreate(Guid) |
Load by ID. If not found, the new object is returned
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LoadOrCreate(Int64) |
Load by ID. If not found, the new object is returned
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LoadOrNull(Guid) |
Load by UID. If not found, null is returned
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LoadOrNull(Int64) |
Load by ID. If not found, null is returned
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Refresh |
Refresh (read over) Object from Database
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Save |
Save Object to Database
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SetStatus |
Change Status
|
Properties
Name | Description | |
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TypeUid |
Returns the unique object identifier "Lead"
|
Remarks
Examples
Create a possible customer
var myLead = PublicAPI.CRM.Lead.Create();
Before operations with variable myLead, fill its required fields
//fill the possible cutomer's name myLead.Name = "Test Possible Client"; //Assign a participant responsible for the possible cutomer (load administrator) myLead.Responsible = PublicAPI.Security.User.LoadOrNull(1); //define status"New" myLead.Status = PublicAPI.Enums.CRM.Enums.LeadStatus.New;
Please save the object in the base to ensure its proper functioning
myLead.Save();
Add a comment to your option
PublicAPI.CRM.Lead.AddComment(myLead, "This option may be converted to a contractor");
Convert the possible customer to a contractor.
var convertLead = PublicAPI.CRM.Lead.ConvertLeadToContractorLegal(myLead);
See Also