商机模块

获取新增商机表单接口

接口地址

https://e-crm.icsoc.net/openapi/v1/opportunity/form/fields

请求方式

curl -X GET \
  https://e-crm.icsoc.net/openapi/v1/opportunity/form/fields \
  -H access-token={access-token} \

字段说明

  • access-token：认证文档中的access_token

响应结果

{
    "code": 200,
    "message": "ok",
    "data": [
        {
            "field_name": "opty_name",
            "field_label": "商机名称",
            "options": [],
            "field_type": "input",
            "is_required": 1
        },
        {
            "field_name": "cle_id",
            "field_label": "客户名称",
            "options": {
                "association_type": "client.list",
                "display_field_name": "cle_name",
                "url": "api/client/smartSearch",
                "dynamic_value": [],
                "display_value": {
                    "cle_id": "0",
                    "cle_name": ""
                }
            },
            "field_type": "association",
            "is_required": 1
        },
        {
            "field_name": "opty_type",
            "field_label": "商机类型",
            "options": {
                "customFieldsOptionNames": [
                    {
                        "text": "新客户商机",
                        "value": 1
                    },
                    {
                        "text": "老客户商机",
                        "value": 2
                    }
                ],
                "customFieldsOptionNamesKeys": [
                    0,
                    1
                ],
                "customFieldsOptionDefault": "",
                "customFieldsOptionCount": 2
            },
            "field_type": "select",
            "is_required": 1
        },
        {
            "field_name": "opty_source",
            "field_label": "商机来源",
            "options": {
                "customFieldsOptionNames": [
                    {
                        "text": "官网注册",
                        "value": 1
                    },
                    {
                        "text": "在线咨询",
                        "value": 2
                    },
                    {
                        "text": "电话咨询",
                        "value": 3
                    },
                    {
                        "text": "销售自有",
                        "value": 4
                    },
                    {
                        "text": "老客户介绍",
                        "value": 5
                    },
                    {
                        "text": "其他",
                        "value": 6
                    }
                ],
                "customFieldsOptionNamesKeys": [
                    0,
                    1,
                    2,
                    3,
                    4,
                    5
                ],
                "customFieldsOptionDefault": "",
                "customFieldsOptionCount": 6
            },
            "field_type": "select",
            "is_required": 1
        },
        {
            "field_name": "opty_stage",
            "field_label": "销售阶段\t",
            "options": {
                "display_field_name": "opty_stage_name",
                "customFieldsOptionNames": [
                    {
                        "value": 22,
                        "text": "初步洽谈"
                    },
                    {
                        "value": 23,
                        "text": "需求确定"
                    },
                    {
                        "value": 24,
                        "text": "商务谈判"
                    },
                    {
                        "value": 25,
                        "text": "赢单"
                    },
                    {
                        "value": 26,
                        "text": "输单"
                    },
                    {
                        "value": 42,
                        "text": "123123123"
                    },
                    {
                        "value": 43,
                        "text": "1231231"
                    }
                ],
                "customFieldsOptionDefault": 0,
                "customFieldsOptionCount": 7
            },
            "field_type": "select",
            "is_required": 1
        }
    ]
}

字段说明

  • field_name：字段唯一标识
  • field_label：字段名称
  • options：字段特殊选项设置，不同字段类型参见附录
  • field_type：字段类型，所有字段类型参见附录
  • is_requried：是否必填

c

商机详情接口

接口地址

https://e-crm.icsoc.net/openapi/v1/opportunity/{opty_id}

请求方式

curl -X GET \
    http://e-crm-dev-k8s.icsoc.net/api/opportunity/{opty_id}" \
    -H "accept: application/json" \

字段说明

  • access-token：认证文档中的access_token
  • opty_id: 商机ID 必填

响应结果

{
    "code": 200,
    "message": "ok",
    "data": {
        "_id": 6471982131139821569,
        "opty_name": "商机",
        "cle_id": "6470844909275561985",
        "opty_type": 1,
        "opty_type_name": "新客户商机",
        "opty_source": 1,
        "opty_source_name": "官网注册",
        "opty_stage": 22,
        "lose_order_reason": 0,
        "lose_order_remark": "",
        "sale_charge_user_id": 90002395,
        "create_user_id": 90000172,
        "create_time": 1543040783,
        "update_user_id": 90000172,
        "update_time": 1543040783,
        "last_contact_user_id": 0,
        "last_contact_time": 0,
        "cle_name": "1112321323",
        "cle_phone": "3121123123",
        "opty_stage_name": "初步洽谈",
        "lose_order_reason_name": "",
        "sale_charge_user_name": "1214 luquan",
        "sale_charge_department_id": 39,
        "sale_charge_department_name": "测试分配策略",
        "last_contact_user_name": "",
        "last_contact_department_id": 0,
        "last_contact_department_name": "",
        "vcc_id": 90000000,
        "create_user_name": "8002 8002坐席",
        "create_department_id": 1,
        "create_department_name": "公司",
        "update_user_name": "8002 8002坐席",
        "update_department_id": 1,
        "update_department_name": "公司",
        "id": "6471982131139821569",
        、、、
    }
}

字段说明

  • opty_name：商机名称
  • opty_stage：商机阶段ID
  • opty_source：商机来源ID
  • opty_type：商机类型ID
  • 更多字段参见商机字段参考说明

编辑商机表单接口

接口地址

https://e-crm.icsoc.net/openapi/v1/opportunity/{opty_id}/form/fields

请求方式

curl -X GET \
  https://e-crm.icsoc.net/openapi/v1/opportunity/{opty_id}/form/fields \
  -H access-token={access-token} \

字段说明

  • access-token：认证文档中的access_token
  • opty_id：商机ID 必填

响应结果

{
    "code": 200,
    "message": "ok",
    "data": [
        {
            "field_name": "opty_name",
            "field_label": "商机名称",
            "options": [],
            "field_type": "input",
            "is_required": 1,
            "field_value": "商机"
        },
        {
            "field_name": "cle_id",
            "field_label": "客户名称",
            "options": {
                "association_type": "client.list",
                "display_field_name": "cle_name",
                "url": "api/client/smartSearch",
                "dynamic_value": [],
                "display_value": {
                    "cle_id": "6470844909275561985",
                    "cle_name": "1112321323"
                }
            },
            "field_type": "association",
            "is_required": 1,
            "field_value": "6470844909275561985"
        },
        {
            "field_name": "opty_type",
            "field_label": "商机类型",
            "options": {
                "customFieldsOptionNames": [
                    {
                        "text": "新客户商机",
                        "value": 1
                    },
                    {
                        "text": "老客户商机",
                        "value": 2
                    }
                ],
                "customFieldsOptionNamesKeys": [
                    0,
                    1
                ],
                "customFieldsOptionDefault": "",
                "customFieldsOptionCount": 2
            },
            "field_type": "select",
            "is_required": 1,
            "field_value": 1
        },
        {
            "field_name": "opty_source",
            "field_label": "商机来源",
            "options": {
                "customFieldsOptionNames": [
                    {
                        "text": "官网注册",
                        "value": 1
                    },
                    {
                        "text": "在线咨询",
                        "value": 2
                    },
                    {
                        "text": "电话咨询",
                        "value": 3
                    },
                    {
                        "text": "销售自有",
                        "value": 4
                    },
                    {
                        "text": "老客户介绍",
                        "value": 5
                    },
                    {
                        "text": "其他",
                        "value": 6
                    }
                ],
                "customFieldsOptionNamesKeys": [
                    0,
                    1,
                    2,
                    3,
                    4,
                    5
                ],
                "customFieldsOptionDefault": "",
                "customFieldsOptionCount": 6
            },
            "field_type": "select",
            "is_required": 1,
            "field_value": 1
        },
        {
            "field_name": "opty_stage",
            "field_label": "销售阶段\t",
            "options": {
                "display_field_name": "opty_stage_name",
                "customFieldsOptionNames": [
                    {
                        "value": 22,
                        "text": "初步洽谈"
                    },
                    {
                        "value": 23,
                        "text": "需求确定"
                    },
                    {
                        "value": 24,
                        "text": "商务谈判"
                    },
                    {
                        "value": 25,
                        "text": "赢单"
                    },
                    {
                        "value": 26,
                        "text": "输单"
                    },
                    {
                        "value": 42,
                        "text": "123123123"
                    },
                    {
                        "value": 43,
                        "text": "1231231"
                    }
                ],
                "customFieldsOptionDefault": 22,
                "customFieldsOptionCount": 7
            },
            "field_type": "select",
            "is_required": 1,
            "field_value": 22
        },
        、、、
    ]
}

字段说明

  • field_name：字段唯一标识
  • field_label：字段名称
  • options：字段特殊选项设置，不同字段类型参见附录
  • field_type：字段类型，所有字段类型参见附录
  • is_requried：是否必填
  • field_value：编辑商机的当前值

编辑商机接口

接口地址

https://e-crm.icsoc.net/openapi/v1/opportunity/{opty_id}

请求方式

curl -X PUT \
    http://e-crm-dev-k8s.icsoc.net/api/opportunity/{opty_id}" \
    -H "accept: application/json" \
    -H "access-token: {access-token}" \
    -H "Content-Type: application/json" \
    -d '{
      "opty_name": "商机1",
      "cle_id": "6470844909275561985",
      "opty_type": 1,
      "opty_stage": 22,
      "opty_source": 1
    }'

字段说明

  • access-token：认证文档中的access_token
  • cle_id: 客户ID 必填
  • opty_name：商机名称
  • opty_type：商机类型
  • opty_source：商机来源
  • 更多字段参考新增商机表单字段接口返回结果

响应结果

{
    "code": 200,
    "message": "ok",
    "data": {
        "id": "6471982131139821569",
        "_id": 6471982131139821569
    }
}

字段说明

  • id：商机ID（string类型）
  • _id：商机ID（int类型）

商机列表接口

接口地址

https://e-crm.icsoc.net/openapi/v1/opportunity/opportunities?page={page}&page_size={page_size}&cle_name={cle_name}&opty_name={opty_name}&opty_stage={opty_stage}&sort={sort}&order={order}&cursor=WzE1NDIzNTA0NzgsImNybV9jbGllbnRzIzY0NjkwODY3ODA0NTYxNTcxODUiXQQD

请求方式

curl -X GET \
    https://e-crm.icsoc.net/openapi/v1/opportunity/opportunities?page={page}&page_size={page_size}&cle_name={cle_name}&opty_name={opty_name}&opty_stage={opty_stage}&sort={sort}&order={order} \
    -H "accept: application/json" \
    -H "access-token: {access-token}" \
    -H "Content-Type: application/json"

字段说明

  • access-token：认证文档中的access_token
  • cursor: 游标，第一次查询时无需传该值，后续查询时，将上一次查询获取数据中的cursor传递过来即可，此字段用于分页查询
  • page_size：客户名称每页显示条数。可选，默认为10。
  • cle_name：客户名称，可选。若有值，返回符合条件的数据，匹配规则为模糊匹配。
  • opty_name：商机名称，可选。若有值，返回符合条件的数据，匹配规则为模糊匹配。
  • opty_stage：商机阶段，可选。若有值，返回符合条件的数据，匹配规则为精确匹配。
  • sort：排序字段，可选。若有值，根据字段进行排序返回，默认为create_time。
  • order：排序规则（asc,desc），默认为降序desc

响应结果

{
    "code": 200,
    "message": "ok",
    "data": {
        "cursor": "WzE1NDIzNTA0NzgsImNybV9jbGllbnRzIzY0NjkwODY3ODA0NTYxNTcxODUiXQQD",
        "total": 4,
        "rows": [
            {
                "_id": 6471982131139821569,
                "opty_name": "商机1",
                "cle_id": 6470844909275561985,
                "opty_type": 1,
                "opty_type_name": "新客户商机",
                "opty_source": 1,
                "opty_source_name": "官网注册",
                "opty_stage": 22,
                "lose_order_reason": 0,
                "lose_order_remark": "",
                "sale_charge_user_id": 90002395,
                "create_user_id": 90000172,
                "create_time": 1543040783,
                "update_user_id": 90000172,
                "update_time": 1543041375,
                "last_contact_user_id": 0,
                "last_contact_time": 0,
                "cle_name": "1112321323",
                "cle_phone": "3121123123",
                "opty_stage_name": "初步洽谈",
                "lose_order_reason_name": "",
                "sale_charge_user_name": "1214 luquan",
                "sale_charge_department_id": 39,
                "sale_charge_department_name": "测试分配策略",
                "last_contact_user_name": "",
                "last_contact_department_id": 0,
                "last_contact_department_name": "",
                "vcc_id": 90000000,
                "create_user_name": "8002 8002坐席",
                "create_department_id": 1,
                "create_department_name": "公司",
                "update_user_name": "8002 8002坐席",
                "update_department_id": 1,
                "update_department_name": 0,
                "id": "6471982131139821569"
            },
            {
                "_id": 6471982002546655233,
                "opty_name": "商机",
                "cle_id": 6470844909275561985,
                "opty_type": 1,
                "opty_type_name": "新客户商机",
                "opty_source": 1,
                "opty_source_name": "官网注册",
                "opty_stage": 22,
                "lose_order_reason": 0,
                "lose_order_remark": "",
                "sale_charge_user_id": 90002395,
                "create_user_id": 90000172,
                "create_time": 1543040753,
                "update_user_id": 90000172,
                "update_time": 1543040753,
                "last_contact_user_id": 0,
                "last_contact_time": 0,
                "cle_name": "1112321323",
                "cle_phone": "3121123123",
                "opty_stage_name": "初步洽谈",
                "lose_order_reason_name": "",
                "sale_charge_user_name": "1214 luquan",
                "sale_charge_department_id": 39,
                "sale_charge_department_name": "测试分配策略",
                "last_contact_user_name": "",
                "last_contact_department_id": 0,
                "last_contact_department_name": "",
                "vcc_id": 90000000,
                "create_user_name": "8002 8002坐席",
                "create_department_id": 1,
                "create_department_name": "公司",
                "update_user_name": "8002 8002坐席",
                "update_department_id": 1,
                "update_department_name": "公司",
                "id": "6471982002546655233"
            },
            、、、
        ]
    }
}

字段说明

删除商机接口

支持批量删除

接口地址

https://e-crm.icsoc.net/openapi/v1/opportunity

请求方式

curl -X DELETE \
    http://e-crm-dev-k8s.icsoc.net/api/opportunity" \
    -H "accept: application/json" \
    -H "access-token: {access-token}" \
    -H "Content-Type: application/json" \
    -d '{
           "ids":[6471982131139821569,6471982131139821569]
       }'

字段说明

  • access-token：认证文档中的access_token
  • ids：商机ID集合

响应结果

{
    "code": 200,
    "message": "ok",
    "data": []
}

商机字段说明

参数名参数说明
_id商机ID
opty_name商机名称
cle_id客户ID
opty_type商机类型ID
opty_type_name商机名称
opty_source商机来源ID
opty_stage销售阶段ID
opty_source_name商机来源名称
lose_order_reason输单原因ID
lose_order_remark输单备注
sale_charge_user_id销售负责人ID
create_user_id创建人ID
create_time创建时间
update_user_id更新人ID
update_time更新时间
last_contact_user_id最近跟进人ID
last_contact_time最近跟进时间
cle_name客户名称
cle_phone客户电话
lose_order_reason_name输单原因说明
sale_charge_user_name销售负责人名称（坐席工号+空格+坐席名称）
sale_charge_department_id销售负责部门ID
sale_charge_department_name销售负责部门名
last_contact_user_name最近跟进人名称（坐席工号+空格+坐席名称）
last_contact_department_id最近跟进部门ID
last_contact_department_name最近跟进部门名
create_user_name创建人名称（坐席工号+空格+坐席名称）
create_department_id创建人部门ID
create_department_name创建人部门名
update_user_name更新人名称（坐席工号+空格+坐席名称）
update_department_id更新人部门ID
update_department_name更新人部门名
id商机ID冗余（string类型，供前端使用）

Last updated on 3/27/2019 by luquan
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