Capture a flooring sales lead in Broadlume BMS and convert it into a quote

domain: developer.broadlume.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate and open a session
  2. POST Creates Lead with customer, contact, and room details
  3. Use GET/POST Lead Room endpoints to record measurement/room-level data on the lead
  4. Add context via POST Updates Lead Notes or POST Create Lead Product Notes as needed
  5. Call the 'Converts an existing lead into a quote' endpoint to promote a qualified lead
  6. Use Create Quote Line calls to build out the resulting quote's line items

Known gotchas

Related routes

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