通过 Aident Loadout 使用 AgencyZoom Tools 的 Agencyzoom Move Lead To Sold。执行前查看输入、输出、设置、价格和风险。
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必填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必填arrayList of products sold to the lead.
data必填Data from the action execution
errorstringError if any occurred during the execution of the action
successful必填booleanWhether or not the action execution was successful or not
API 密钥连接。风险等级 2/5。
免费操作
目前没有已发布技能明确引用此操作。