SalesToolkit Class Members

The following tables list the members exposed by SalesToolkit.

Public Constructors

  Name Description
Public Constructor SalesToolkit Constructor Overloaded.   

Public Properties

  Name Description
Public Property ApplicationClock  
Public Property ImpersonatorUsername (Inherited from FChoice.Toolkits.Clarify.Sales.SalesToolkitBase)

Public Methods

  Name Description
Public Method AcceptActionItem Overloaded. Accept the specified ActionItem from the queue in which it is currently dispatched. This overload takes a set of required parameters for the API.  
Public Method AcceptOpportunity Overloaded. Accept the specified Opportunity from the queue in which it is currently dispatched. This overload takes a set of required parameters for the API.  
Public Method AcceptQuote Overloaded. Accept the specified Quote from the queue in which it is currently dispatched. This overload takes a set of required parameters for the API.  
Public Method AssignActionItem Overloaded. Assign the ActionItem to a new user. This overload takes a set of required parameters for the API.  
Public Method AssignLead Overloaded. Assign the Lead to a new user. This overload takes a set of required parameters for the API.  
Public Method AssignOpportunity Overloaded. Assign the Opportunity to a new user. This overload takes a set of required parameters for the API.  
Public Method AssignQuote Overloaded. Assign the Quote to a new user. This overload takes a set of required parameters for the API.  
Public Method ChangeActionItemCondition Overloaded. Used to change the condition and (optionally) a status for the specified Action Item. This overload takes a set of required parameters for the API.  
Public Method ChangeActionItemStatus Overloaded. Cause the specified Action Item to have its status changed. This overload takes a set of required parameters for the API.  
Public Method ChangeOpportunityStage Overloaded.  (Inherited from FChoice.Toolkits.Clarify.Sales.SalesToolkitBase)
Public Method ChangeOpportunityStatus Overloaded. Cause the specified Opportunity to have its status changed. This overload takes a set of required parameters for the API.  
Public Method ChangeQuoteStatus Overloaded. Cause the specified Quote to have its status changed. This overload takes a set of required parameters for the API.  
Public Method CloseOpportunity Overloaded. Closes the Opportunity. This overload takes a set of required parameters for the API.  
Public Method CreateActionItem Overloaded. Creates a new Action Item. This overload takes a set of required parameters for the API.  
Public Method CreateLead Overloaded. Used to create a new Lead. This overload takes a set of required parameters for the API.  
Public Method CreateOpportunity Overloaded. Used to create a new Opportunity. This overload takes a set of required parameters for the API.  
Public Method CreateQuote Overloaded. Used to create a new Quote. This overload takes a set of required parameters for the API.  
Public Method CreateQuoteLineItem Overloaded. Used to create a Quote/Contract line item. This overload takes a set of required parameters for the API.  
Public Method DispatchActionItem Overloaded. Dispatch the ActionItem to the specified queue. This overload takes a set of required parameters for the API.  
Public Method DispatchOpportunity Overloaded. Dispatch the Opportunity to the specified queue. This overload takes a set of required parameters for the API.  
Public Method DispatchQuote Overloaded. Dispatch the Quote to the specified queue. This overload takes a set of required parameters for the API.  
Public Method ForwardActionItem Overloaded. Reject-forward the ActionItem from one queue to another. This overload takes a set of required parameters for the API.  
Public Method ForwardOpportunity Overloaded. Reject-forward the Opportunity from one queue to another. This overload takes a set of required parameters for the API.  
Public Method ForwardQuote Overloaded. Reject-forward the Quote from one queue to another. This overload takes a set of required parameters for the API.  
Public Method LogActionItemEmailIn Overloaded.   
Public Method LogLeadNote Overloaded. Log a note for a Lead. This overload takes a set of required parameters for the API.  
Public Method LogLeadPhone Overloaded. Log a phone call for a Lead. This overload takes a set of required parameters for the API.  
Public Method MoveActionItem Overloaded. Move the ActionItem from one WipBin to another WipBin. This overload takes a set of required parameters for the API.  
Public Method MoveOpportunity Overloaded. Move the Opportunity from one WipBin to another WipBin. This overload takes a set of required parameters for the API.  
Public Method MoveQuote Overloaded. Move the Quote from one WipBin to another WipBin. This overload takes a set of required parameters for the API.  
Public Method RejectActionItem Overloaded. Reject the ActionItem from the queue in which it currently resides, and return it to the owner. This overload takes a set of required parameters for the API.  
Public Method RejectOpportunity Overloaded. Reject the Opportunity from the queue in which it currently resides, and return it to the owner. This overload takes a set of required parameters for the API.  
Public Method RejectQuote Overloaded. Reject the Quote from the queue in which it currently resides, and return it to the owner. This overload takes a set of required parameters for the API.  
Public Method ReopenOpportunity Overloaded. Causes the specified Opportunity to be reopened. This overload takes a set of required parameters for the API.  
Public Method UpdateActionItem Overloaded. Update an existing Action Item. This overload takes a setup object.  
Public Method UpdateLead Overloaded. Used to update a Lead. This overload takes a setup object.  
Public Method UpdateOpportunity Overloaded. Update an Opportunity. This overload takes a setup object.  
Public Method YankActionItem Overloaded. Yank the ActionItem from its current location to a new owner's WipBin. This overload takes a set of required parameters for the API.  
Public Method YankOpportunity Overloaded. Yank the Opportunity from its current location to a new owner's WipBin. This overload takes a set of required parameters for the API.  
Public Method YankQuote Overloaded. Yank the Quote from its current location to a new owner's WipBin. This overload takes a set of required parameters for the API.  

Reference

SalesToolkit Class
FChoice.Toolkits.Clarify.Sales Namespace