admin-pipeline

Get Pipeline Data

Get pipeline data - HYBRID approach:

  • Early stages (Lead, Prequalified, Intake, Submitted): Show leads without quotes
  • Later stages (Quotes Ready, Binding, Active): Show individual quotes
get/api/admin/pipeline

Query parameters

searchstring

Search by company name, email, or lead ID

Search by company name, email, or lead ID

carrierstring

Filter by carrier

Filter by carrier

date_filterstring

Date filter (7, 30, 90, 365 for days, or 'all')

Date filter (7, 30, 90, 365 for days, or 'all')

start_datestring nullable

Custom start date (ISO format)

Custom start date (ISO format)

end_datestring nullable

Custom end date (ISO format)

Custom end date (ISO format)

sourcestring

Filter by source: 'all', 'admin', or a partner_id

Filter by source: 'all', 'admin', or a partner_id

Response

Successful Response

{"stackTrail":"paths:/api/admin/pipeline:get:responses:200:content:application/json:schema","oasType":"schema","type":"unknown"}

Changes