Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Move Lead To Sold を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
Marks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite schema flexibility.
leadId必須integerIdentifier of the lead to be marked as sold.
keepOpenbooleanIf true, lead remains open after products are marked sold (e.g., for other potential sales). Defaults to false.
soldProducts必須arrayList of products sold to the lead.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。