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GET
Search CrmOpportunities
A CRM opportunity (CrmOpportunity) is a potential customer deal in a location’s CRM board, assigned to one CRM stage and tracked from enquiry through an in-progress, won, or lost outcome; moving it to a stage can run that stage’s configured automation.

Authentication

This endpoint requires OAuth2 authentication. Include a valid bearer token in the Authorization header. The authenticated user must be a full unrestricted administrator or have the CrmOpportunity-List role.

Enums

Query Parameters

Pagination & Sorting

integer
default:"1"
The page number to retrieve.
integer
default:"25"
The number of records per page.
string
The property name to sort results by (e.g. Name, CreatedOn).
integer
Sort direction. 0 for ascending, 1 for descending.

Filters

string
Filter by optional operator-facing label for this opportunity, useful when a customer has opportunities in multiple CRM boards..
integer
Filter by iD of the CRM stage that contains this opportunity and determines its location access; changing it moves the opportunity and runs that stage’s arrival actions..
string
Filter by display value for CrmBoardColumn.Name..
integer
Filter by display value for CrmBoardColumn.CrmBoard.Id..
string
Filter by display value for CrmBoardColumn.CrmBoard.Name..
integer
Filter by display value for CrmBoardColumn.CrmBoard.Business.Id..
string
Filter by display value for CrmBoardColumn.CrmBoard.Business.Name..
integer
Filter by display value for CrmBoardColumn.CrmBoard.Business.Currency.Id..
string
Filter by display value for CrmBoardColumn.CrmBoard.Business.Currency.Code..
integer
Filter by iD of the customer this opportunity tracks; a customer is required by backend validation even though the relationship metadata is nullable..
string
Filter by display value for Coworker.FullName..
string
Filter by display value for Coworker.CoworkerType..
string
Filter by display value for Coworker.CompanyName..
string
Filter by display value for Coworker.Email..
integer
Filter by optional ID of the team associated with this opportunity..
string
Filter by display value for Team.Name..
string
Filter by display value for Team.Description..
string
Filter by display value for Team.ProfileWebsite..
integer
Filter by optional ID of the opportunity type used to categorize this CRM opportunity..
string
Filter by display value for OpportunityType.Name..
integer
Filter by optional ID of the staff user responsible for following up this opportunity..
string
Filter by display value for Responsible.FullName..
integer
Filter by optional ID of the customer who referred this opportunity..
integer
Filter by optional ID of the customer record representing the referring agent or broker..
string
Filter by optional internal notes about this opportunity and its follow-up..
boolean
Filter by whether this opportunity is marked complete; use Status to record whether it was won or lost..
string
Filter by optional date and time by which this opportunity requires follow-up; the backend compares it against UTC for overdue CRM counts..
number
Filter by optional expected revenue amount if this opportunity is won, in the parent CRM board location’s currency..
boolean
Filter by whether a follow-up reminder has already been sent for this opportunity; this internal state is not exposed to Admin Tool schemas..
integer
Filter by optional acquisition source: Web, Phone, Webinar, Referral, PrintAdvert, PurchasedList, WordOfMouth, DirectEmail, EmailMarketing, Broker, PropertyAgent, Facebook, Linkedin, Instagram, Twitter, HubbleHq, LiquidSpace, GoogleSearch, SpacePool, InstantOffices, OfficeFreedom, FlexiOffices, Workthere, Kontor, Valve, OtherSocialNetwork, or Other..
integer
Filter by optional reason for a lost opportunity: Timing, Need, PoorQualification, Price, Feature, LostMomentum, Competition, ContractTerm, Duplicate, Waitlist, NotReturningCalls, LackOfFacilities, NoPetPolicy, NoRightFit, Location, Entrance, Errors, Archived, SearchOnHold, RelocationOnHold, or Other; use only when Status is Lost..
integer
Filter by lifecycle status: InProgress (1) is active, Won (2) records a successful outcome, and Lost (3) records an unsuccessful outcome; setting Won or Lost stamps the matching terminal timestamp if it is empty..
string
Filter by read-only UTC timestamp set when Status first becomes Won; change Status rather than setting this date directly..
string
Filter by read-only UTC timestamp set when Status first becomes Lost; change Status rather than setting this date directly..
string
Filter by read-only UTC timestamp automatically updated after CRM changes, including a stage move..
integer
Filter by requested relative display order among in-progress opportunities in the current stage; the server normalizes the stage order after create or update..
string
Filter by optional UTM source attribution captured from the URL used to submit the originating contact or sign-up form..
string
Filter by optional UTM medium attribution captured from the URL used to submit the originating contact or sign-up form..
string
Filter by optional UTM campaign attribution captured from the URL used to submit the originating contact or sign-up form..
string
Filter by optional UTM content attribution captured from the URL used to submit the originating contact or sign-up form..
string
Filter by optional UTM search-term attribution captured from the URL used to submit the originating contact or sign-up form..

Range Filters

integer
Filter by display value for CrmBoardColumn.CrmBoard.Id. greater than or equal to this value.
integer
Filter by display value for CrmBoardColumn.CrmBoard.Id. less than or equal to this value.
integer
Filter by display value for CrmBoardColumn.CrmBoard.Business.Id. greater than or equal to this value.
integer
Filter by display value for CrmBoardColumn.CrmBoard.Business.Id. less than or equal to this value.
integer
Filter by display value for CrmBoardColumn.CrmBoard.Business.Currency.Id. greater than or equal to this value.
integer
Filter by display value for CrmBoardColumn.CrmBoard.Business.Currency.Id. less than or equal to this value.
string
Filter by optional date and time by which this opportunity requires follow-up; the backend compares it against UTC for overdue CRM counts. greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by optional date and time by which this opportunity requires follow-up; the backend compares it against UTC for overdue CRM counts. less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
number
Filter by optional expected revenue amount if this opportunity is won, in the parent CRM board location’s currency. greater than or equal to this value.
number
Filter by optional expected revenue amount if this opportunity is won, in the parent CRM board location’s currency. less than or equal to this value.
string
Filter by read-only UTC timestamp set when Status first becomes Won; change Status rather than setting this date directly. greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by read-only UTC timestamp set when Status first becomes Won; change Status rather than setting this date directly. less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by read-only UTC timestamp set when Status first becomes Lost; change Status rather than setting this date directly. greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by read-only UTC timestamp set when Status first becomes Lost; change Status rather than setting this date directly. less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by read-only UTC timestamp automatically updated after CRM changes, including a stage move. greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by read-only UTC timestamp automatically updated after CRM changes, including a stage move. less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
integer
Filter by requested relative display order among in-progress opportunities in the current stage; the server normalizes the stage order after create or update. greater than or equal to this value.
integer
Filter by requested relative display order among in-progress opportunities in the current stage; the server normalizes the stage order after create or update. less than or equal to this value.
string
Filter records created on or after this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records created on or before this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records updated on or after this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records updated on or before this date. Format: YYYY-MM-DDTHH:mm.

Code Examples

Simple listing

Filtering by CreatedOn

Range filters

Response

200

CrmOpportunity[]
The list of CrmOpportunity records matching the query. See the Get one CrmOpportunity endpoint for the full list of properties returned for each record.
Partial records — The listing endpoint returns a summary representation of each CrmOpportunity. The following fields are not populated in the Records[] response: TeamId, Notes, Reminded, LeadSource, LossReason, UtmSource, UtmMedium, UtmCampaign, UtmContent, UtmTerm.To get all fields, fetch the full record using the Get one CrmOpportunity endpoint.Important for updates: When updating a record via PUT, always retrieve the full record with a GET request first, apply your changes to that complete data, and then send the updated record. Do not use data from a listing response as the base for a PUT request, as missing fields may be unintentionally cleared.
integer
Current page number.
integer
Number of records per page.
string
The field used for sorting.
integer
The sort direction (0 = ascending, 1 = descending).
integer
Index of the first item on the current page.
integer
Index of the last item on the current page.
integer
Total number of matching records across all pages.
integer
Total number of pages.
boolean
Whether there is a next page of results.
boolean
Whether there is a previous page of results.
Example Response