Win Opportunity
Mark an opportunity as won and promote its prospect to a patient.
Headers
The tenant you are making this request on behalf of
Your api key
Path Parameters
Response
Successful Response
Clinical vs marketing hygiene for a patient row.
Prospects are thin / pre-clinical people created by CRM capture. Transition is one-way to PATIENT on first completed visit, first committed payment, portal claim, or explicit staff action.
PROSPECT, PATIENT Terminal-capable status for a pursuit episode (separate from stage).
Schema column lands with the opportunity rebuild; enum ships early so intake/services can type against it without a second enum PR.
OPEN, WON, LOST, DISQUALIFIED How a marketing interaction was observed.
Reporting dimension #1 on the touchpoint ledger. Add values only with a writer in the same PR (TypedEnum decodes unmapped strings to None).
META_LEAD_FORM, GOOGLE_LEAD_FORM, PAID_CLICK, WEB_ORGANIC, WEB_FORM, WEB_CHAT, PHONE_CALL, SMS_INBOUND, EMAIL_INBOUND, DM_INSTAGRAM, DM_FACEBOOK, REFERRAL, WALK_IN, QR, IMPORT, OTHER One real appointment fact visible in an opportunity's patient context.
