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Sales

Purpose
Complete sales lifecycle orchestration from lead generation through contract conversion with comprehensive tracking and analytics.

Description
This system manages the entire sales funnel, converting quotes into structured sales opportunities with full pipeline visibility.
It handles lead qualification, opportunity progression tracking, document management, and conversion optimization.
The platform supports multiple sales channels, automated follow-up sequences, and integration with CRM systems for seamless sales operations.

Sales Process Features

  • Lead qualification and scoring algorithms
  • Automated sales pipeline progression
  • Document generation and management
  • Promotional code and discount application
  • Comprehensive audit trails and analytics

Conversion Optimization

  • A/B testing capabilities for sales processes
  • Automated follow-up and nurturing sequences
  • Integration with marketing automation platforms
  • Performance analytics and conversion rate optimization

Business Value
Increases sales conversion rates, reduces sales cycle times, provides complete pipeline visibility, enables data-driven sales optimization, and automates administrative tasks to focus sales teams on high-value activities.

POST /v4/sales​

Purpose:
Creates new sales opportunity from quote with customer information and product selections.

Endpoint Explanation

This endpoint converts qualified quotes into structured sales opportunities by capturing comprehensive customer information, product selections, and sales context. The system validates quote references, enriches customer data, applies business rules for opportunity qualification, and initializes sales workflows. It supports multiple sales channels and automatically assigns opportunities to appropriate sales processes based on customer segments, product types, and regional requirements.

curl -X POST https://api.rc.saas.bolttech.asia/v4/sales \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "agent_id": "AGT_123456",
    "applicant": {
      "first_name": "John",
      "middle_name": "Robert",
      "last_name": "Smith",
      "sex": "Female",
      "title": "Sir",
      "birth_date": "1990-01-01T00:00:00Z",
      "language": "en",
      "nationality": "PT",
      "address": {
        "city": "string",
        "country": "string",
        "floor": "string",
        "postal_code": "string",
        "province": "string",
        "state": "string",
        "street": {
          "name": "Main",
          "number": "123",
          "type": "Avenue"
        }
      },
      "contact": {
        "emails": [
          { "type": "string", "value": "string" }
        ],
        "phone_numbers": [
          { "area_code": "+351", "type": "mobile", "value": "999999999" }
        ],
        "social_media": [
          { "type": "string", "value": "string" }
        ]
      },
      "documents": [
        { "type": "string", "value": "string" }
      ]
    },
    "artifacts": [
      {
        "artifact_id": "BR_123456789",
        "description": "Terms and conditions file",
        "name": "TandC.pdf",
        "type": "PDF",
        "value": "https://storage-service/BR_123456789"
      }
    ],
    "custom_fields": {
      "field1": "value1",
      "field2": "value2"
    },
    "market": "PT",
    "partner": {
      "name": "bolttech broker",
      "brand": "default",
      "branch": "string",
      "client_id": "string"
    },
    "payment": {
      "amount": "199.99",
      "currency_code": "EUR",
      "invoice_number": "INV-2023-001",
      "locale": "pt-PT",
      "payment_method": "credit_card",
      "status": "completed"
    },
    "products": [
      {
        "product_id": "PROD-001",
        "product_package": "car-insurance",
        "quote_id": "123456",
        "name": "Car Insurance Gold",
        "provider": "provider123"
      }
    ],
    "source": "b2c",
    "start_date": "2023-01-01T00:00:00Z",
    "end_date": "2024-12-31T23:59:59Z",
    "due_date": "2024-07-29T15:51:28.071Z",
    "redirect_flag": false,
    "redirect_frontend_url": "string"
  }'

GET /v4/sales/{sales_id}​

Purpose:
Retrieves detailed sales opportunity information including status, timeline, and associated documents.

Endpoint Explanation

This endpoint provides comprehensive sales opportunity details including current status, progression timeline, customer information, product details, and associated documentation. The system tracks all sales activities, status changes, and milestone achievements while providing real-time visibility into opportunity health and next steps.

curl -X GET https://api.rc.saas.bolttech.asia/v4/sales/{sales_id} \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json"

POST /v4/sales/action​

Purpose:

Converts qualified sales opportunity into active contract with automated workflow processing.

Endpoint Explanation

This endpoint initiates the conversion process from sales opportunity to active contract by validating all requirements, generating contract documentation, and triggering activation workflows. The system ensures all verification steps are completed, payment methods are validated, and regulatory requirements are met before conversion.

curl -X POST https://api.rc.saas.bolttech.asia/v4/sales/action \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "configuration": {
      "action_id": "issue-policy",
      "sale_id": "string"
    },
    "payload": {
      "conditions": {
        "type": "string",
        "value": "string"
      },
      "voucher_code": "string"
    }
  }'

POST /v4/sales/action (cancel)​

Purpose:
Cancels sales opportunity with reason tracking and audit trail.

Endpoint Explanation:

This endpoint handles sales opportunity cancellation by recording cancellation reasons, performing cleanup activities, and maintaining comprehensive audit trails. The system releases reserved resources, notifies relevant stakeholders, and updates pipeline metrics while preserving historical data for analysis.

curl -X POST https://api.rc.saas.bolttech.asia/v4/sales/action \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "configuration": {
      "action_id": "cancel",
      "sale_id": "string"
    },
    "payload": {
      "conditions": {
        "type": "string",
        "value": "string"
      }
    }
  }'

POST /v4/sales/{sales_id}/action (apply_voucher)​

Purpose:
Applies promotional codes and discounts to sales opportunity.

Endpoint Explanation This endpoint handles the application of voucher codes, promotional discounts, and special offers to sales opportunities. The system validates voucher eligibility, calculates discount amounts, and updates pricing while maintaining audit trails of all promotional applications.

curl -X POST https://api.rc.saas.bolttech.asia/v4/sales/{sales_id}/action \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "configuration": {
      "action_id": "apply_voucher",
      "sale_id": "string"
    },
    "payload": {
      "conditions": {
        "type": "string",
        "value": "string"
      },
      "voucher_code": "string"
    }
  }'

Notes​

  • All endpoints require Authorization: Bearer <token>
  • Sales lifecycle: Quote → Sales Opportunity → Contract/Policy
  • Actions are managed via /sales/action with different action_id values (issue_policy, cancel, apply_voucher).
  • Documents are retrievable with /sales/{sales_id}/documents.