📄️ Get Opportunities
Retrieves a paged list of opportunities.
📄️ Get Opportunity
Retrieves a single opportunity by its ID.
📄️ Create Opportunity
Creates a new sales opportunity for a customer.
📄️ Update Opportunity
Updates an existing opportunity.
📄️ Delete Opportunity
Deletes an opportunity and its child records (activities, quote links) by its ID.
📄️ Get Activities
Retrieves a paged list of activity notes for an opportunity, newest first.
📄️ Create Activity
Creates a new activity note for an opportunity.
📄️ Get Customer Opportunities
Retrieves a paged list of opportunities for a specific customer.
📄️ Get Sources
Retrieves a list of opportunity sources available in the system.
📄️ Create Source
Creates a new opportunity source.
📄️ Update Source
Updates an existing opportunity source.
📄️ Delete Source
Deletes an opportunity source by its ID.
📄️ Get Stages
Retrieves a list of opportunity stages available in the system.
📄️ Create Stage
Creates a new opportunity stage.
📄️ Update Stage
Updates an existing opportunity stage.
📄️ Delete Stage
Deletes an opportunity stage by its ID.
📄️ Reorder Stages
Bulk update sort order for multiple opportunity stages in a single operation for drag-and-drop reordering.
📄️ Get Statuses
Retrieves a list of opportunity statuses available in the system.
📄️ Create Status
Creates a new opportunity status.
📄️ Update Status
Updates an existing opportunity status.
📄️ Delete Status
Deletes an opportunity status by its ID if it is not a system entry.
📄️ Get Types
Retrieves a list of opportunity types available in the system.
📄️ Create Type
Creates a new opportunity type.
📄️ Update Type
Updates an existing opportunity type.
📄️ Delete Type
Deletes an opportunity type by its ID if it is not in use by any opportunities.
📄️ Get Forecast Categories
Retrieves a list of forecast categories available in the system.
📄️ Create Forecast Category
Creates a new forecast category.
📄️ Update Forecast Category
Updates an existing forecast category.
📄️ Delete Forecast Category
Deletes a forecast category by its ID if it is not assigned to any opportunities.