CRM

List client onboarding progress

get/firm/crm/onboarding

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/firm/crm/onboarding
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Query parameters

group'attention' | 'progress' | 'finished' | 'dropped'

Optional group. Omitted returns every onboarding except dropped off.

Response

Rows with business, contact, package and monthly price, plain-language stage, completed steps, attention flag, group, startedAt, and lastActivityAt, plus counts per group. Company-linked rows respect staff company access.

Changes

No recorded changes to this operation across all 5 revisions of this API.