POST https://api.legendonlineservices.co.uk/prospecting/prospect

Adds a prospect to the system. If an existing prospect is already found matching the information recieved, it will be updated.

Request Parameters

From Body Type Description
Club Int32 Optional. Id of the home club for the prospect. Requires a default salesperson be set up for the club
CommunicationPreference String Optional. Must match the short description of an existing communication preference or be "appointment"
Email String Optional. Email address of prospect
EnquiryType String Optional. Must be "email" for membership enquiry, or "guest pass" for guest pass enquiry
EthnicOriginId Int16 Optional. See EthnicOrigins
FirstName String Optional. First Name of the prospect
Gender String Optional. "M" or "F". Defaults to "M"
Goals String Optional. Comma separated list of values matching existing goals. Non-matching values are ignored
HomeTel String Optional. Home number of prospect
Interests String Optional. Comma separated list of values matching existing member interests. Non-matching values are ignored
MarketingSource String Optional. Must match the short description of an existing marketing source
MobileTel String Optional. Mobile number of prospect
OriginDate DateTime Optional. Date and time of the enquiry
PreferredAppointmentDateTime DateTime Optional. Required if communication preference is "appointment" or enquiryType is "Guest pass"
Salesperson Int32 Optional.
Status String Optional. Must match an existing prospect status
Surname String Optional. Surname of the prospect
Title String Optional. Title of the prospect 




{
  "Title": "Mr",
  "FirstName": "John",
  "Surname": "Tester",
  "MobileTel": "07865471238",
  "HomeTel": "01123874423",
  "Email": "test@test.com",
  "EnquiryType": "Email",
  "MarketingSource": "Web Site",
  "Status": "Hot Prospect",
  "Interests": "Steam, Cafe Bar",
  "Goals": "Tone Up, Reduce Stress",
  "Club": 5,
  "Salesperson": null,
  "OriginDate": "2025-04-25T03:33:20.4051716+01:00",
  "CommunicationPreference": "Telephone",
  "PreferredAppointmentDateTime": "2025-04-25T03:33:20.4051716+01:00",
  "Gender": "Male",
  "EthnicOriginId": null
}

Response - (Status 200 - OK)

No object is returned by this request

Remarks

In order to create a default salesperson for a club, add an entry to refUser where firstName = Club Name and lastName = Default_Salesperson. Then add an entry to xUserGroup for the user who should be part of the salesperson group, and add an entry to xUserClubJob, where jobId = 0 and clubId = Club Id.

The following activity_regarding records must also be configured:
Text, ActivityTypeID
---------------------------
Web Enquiry Form, 104 (Todo)
Send Email, 104 (Todo)
Club Tour, 200 (Meeting)
Tour Confirmation, 191 (TourConfirmation)
Trial Appointment, 200 (Meeting)

Communication preferences with the following names must also be configured:
---------------------------
Telephone
Email

When the prospect is created or updated, the following appointments will also be created:

EnquiryType = "Email", CommunicationPreference="Appointment":
Schedule an appointment for a club tour at preferred time and a confirmation phone call 12 hours before.

EnquiryType = "Email", CommunicationPreference="Telephone":
Schedule a phone call follow-up.

EnquiryType = "Email", CommunicationPreference=[Any other preference]:
Schedule a follow-up "todo" web enquiry.

EnquiryType = "guest"
Schedule an appointment for a trial and a confirmation phone call 12 hours before.

Bundle(s)
Prospecting