新增销售机会 - 尘锋SCRM开放平台

应用场景

1.每种协同角色最多只允许添加20个员工

2.每个员工只能作为1种协同角色

3.不允许将离职/被禁用员工添加为协同角色

POST https://qw-openapi-tx.dustess.com/saleChance/v2/new/batch?accessToken=

Content-Type: application/json

接口限制:每分钟调用600次;

Query:

字段	类型	描述	是否必须
accessToken	`String`	accessToken	是

Body:

字段名	类型	说明	是否必须
saleChanceAddList	`Object[]`	销售机会列表，每批限制500条	`false`
saleChanceAddList.cateId	`String`	销售机会类型id	`true`
saleChanceAddList.cid	`String`	联系人ID,ownType=1时必填	`false`
saleChanceAddList.corpId	`String`	关联企业ID,ownType=2时必填	`false`
saleChanceAddList.currentStage	`String`	当前跟进阶段	`true`
saleChanceAddList.teamwork_info	`Object[]`	协同角色信息	`false`
saleChanceAddList.role_id	`String`	协同角色id	`true`
saleChanceAddList.uid	`String`	协同员工uid	`true`
saleChanceAddList.udf	`Object`	销售机会用户自定义字段	`false`
saleChanceAddList.udf.model_data	`Object[]`	销售机会用户自定义字段数据集	`false`
saleChanceAddList.udf.model_data[].key	`String`	字段业务ID	`false`
saleChanceAddList.udf.model_data[].value	`String`	字符串类型字段：单行文本、多行文本、日期、日期时间；日期格式：2021-06-01；日期时间格式：2006-01-02 15:04:05； json序列化后的字符串类型字段：数字、附件、单多选、多级联选单多选的值； object数组类型字段：附件; 格式：[{"name":"企业列表.xlsx","url":"https://xxx/xxx.xlsx","size":11085,"type":"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"}]；字符串数组类型字段：单选/多选，格式：["选项id"]；多级联选单多选格式：["一级选项id/二级选项id"];	`false`
saleChanceAddList.dept	`integer`	部门id（需要传递创建人uid所在部门Id）	`true`
saleChanceAddList.failReason	`String`	丢单原因	`false`
saleChanceAddList.name	`String`	名称	`true`
saleChanceAddList.opponent	`String[]`	竞争对手ids	`false`
saleChanceAddList.opponentDesc	`String`	竞争对手描述	`false`
saleChanceAddList.ownType	`Int`	归属类型 1.个人，2.企业	`true`
saleChanceAddList.price	`Int64`	金额（乘100录入）	`false`
saleChanceAddList.productType	`String[]`	商品类别ID	`false`
saleChanceAddList.remark	`String`	备注（限制200字）	`false`
saleChanceAddList.successTime	`String`	预计成交时间	`false`
uid	`String`	销售机会创建人	`true`
saleChanceEditList.sale_source_code	`String`	销售机会关联来源	非必须
saleChanceEditList.tags	`String[]`	销售机会关联标签	非必须

示例:

{
	"uid": "212",
	"saleChanceAddList": [{
		"cid": "76736b1d-1111-1111-1111-f699691866fd",
		"ownType": 1,
		"relationID": "",
		"cateId": "d41d4436-1111-1111-1111-fa78841fa788",
		"fail_reason": "",
		"name": "验证选用的销售阶段未启用，是否不能新增",
		"currentStage": "d5d01c0b-1111-1111-1111-fa78841fa788",
		"productType": [
			"fd210ba0-146f-11ed-ac0f-328d2ff553a5",
			"26a204db-5c3c-11ec-ae99-2216b177d146"
		],
		"price": 11,
		"opponentDesc": "",
		"successTime": "2022-03-26",
		"opponent": [],
		"remark": "",
		"dept": 2,
    "teamwork_info": [
                {
                    "uid": "5719",
                    "role_id": 5
                },
                {
                    "uid": "5725",
                    "role_id": 30001
                }
            ],
		"udf": {
			"model_data": [
				// 不做修改的字段 不传入
				{
					"key": "f0ce66-lkroqp0e",
					"value": null  // 代表空值，置空该字段的值
				},
				{
					"key": "tqlcsb-ll4uqr23",
					"value": "单行/多行传入值"  // 单多行文本的值
				},
				{
					"key": "ytwhyh-ll4uqr23",
					"value": "2023-08-12"  // 日期的值
				},
				{
					"key": "wbwsja-ll4uqr23",
					"value": "2023-08-15 14:00:00"  // 时间日期的值
				},
				{
					"key": "c75noa-1h0hsvcb5",
					"value": "99"  // 数字类型传入实例
				},
				{
					"key": "60mdnv-lhen3uic",
					"value": "[\"1\"]"  // 单多选传入实例，单选仅支持传入一个值，多选可传入多个值
				},
				{
					"key": "75yey8-ljze44hq",
					// 多级联选传入实例，单选仅支持传入一个值，多选可传入多个值；每个值需包含父级选项id，使用「/」分割选项id：一级选项id/二级选项id/三级选项id
					"value": "[\"1679051431107665933/1679051431107665934\",\"1679051431107665933/1679051431107665934/1679051431107665935/1679051431107665940\"]"
				},
				{
					"key": "ys8xs5-lk0vvuoy",
					// 附件字段传入实例
					"value": "[{\"name\":\"企业列表.xlsx\",\"url\":\"https://cdn-member-test.dustess.com/W00000000545/static/l/l/d/9/lld9nnx7p91692084131697.xlsx\",\"size\":11085,\"type\":\"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet\"]"
				}
			]
		}
	}
}

成功响应:

名称	类型	备注
code	`Int`
data	`Object`
data.fail	`Object[]`
fail.code	`Int`
fail.index	`Int`
success	`Object[]`
success.id	`String`	新增成功的销售机会ID
success.index	`Int`
msg	`String`
success	`Bool`
trace_id	`String`

成功响应示例:

{
    "success": true,
    "msg": "操作成功",
    "data":
    {
        "fail": [],
        "success": [
        {
            "id": "8a58b17f-1111-1111-1111-0eb36f7975ed",
            "index": 1
        }]
    },
    "trace_id": "1c8c92bb-1111-1111-1111-2126b84dbf77"
}