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Schema
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CRM Entity Data
2
CRM Reports
11
get
/reports/deals/pipeline
Get Deals Pipeline
post
/reports/deals/timeline
Post Deals Timeline
get
/reports/deals
Get Deals
get
/reports/appointments
Get Appointments
post
/reports/appointments
Post Appointment
delete
/reports/appointments/{appointment_id}
Delete Appointment
patch
/reports/appointments/{appointment_id}
Patch Appointment
get
/reports/leaderboard
Get Leaderboard
get
/reports/agent-goals
Get Agent Goals
put
/reports/agent-goals/{user_id}
Put Agent Goal
get
/reports/users
Get Tenant Users
CRM Service Calls
42
Event Bridge
2
Questionnaires (RFP)
34
CRM Reports
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Changes to Patch Appointment
patch
/reports/appointments/{appointment_id}
Aug 6, 2026
165a6d16a9a0
Revision changes
info
endpoint added