CRM

Update firm CRM settings

Updates the compact directory preferences, saved tag groups, platform-email display defaults, or onboarding pipeline used by future enrollments. Requires firm owner or admin access.

patch/firm/crm/settings

Request

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

Request body

directoryPreferencesobject
savedGroupsobject[]
emailFromNamestring nullable
emailFooterstring
onboardingPipelineobject[]

Response

Updated CRM settings

Changes

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