You are here: ProspectManagerService > InsertProspect

InsertProspect

Summary

Use the insertProspect operation to insert a new prospect to DataTrak. Inserting a new prospect requires a request with the following information. Note that the only required fields are clubNumber, firstName, lastName, and gender. In addition, the beginDate will default to the current date if it is not provided, so every prospect will always have a begin date. The beginDate field is the only field with a default value.

service type SOAP
service name ProspectManagerService
operation insertProspect
required request parameters
  • clubNumber
  • firstName
  • lastName
  • gender

Request Parameters

The request has the following parameters:

Parameter Name Required? Format Parent Parameter Description
clubNumber Y Club Number none Required. The club number specified in the request URL.
firstName Y string, up to 15 characters personal Required. The prospect's first name.
lastName Y string, up to 19 characters personal Required. The prospect's last name.
middleInitial N string, 1 character personal Optionall The prospect's middle initial.
gender Y male | Male | MALE
female | Female | FEMALE
unknown | Unknown | UNKNOWN		 personal Required. The prospect's gender.
dateofBirth N YYYY-MM-DD personal Optional. The prospect's date of birth.
street N string, up to 40 characters contact Optional. The prospect's street address.
city N string, up to 17 characters contact Optional. The prospect's city.
state N State Code contact Optional. The two-letter abbreviation for the prospect's state.
zip N string, up to 10 characters contact Optional. The prospect's zip code.
email N string, up to 60 characters contact Optional. The prospect's e-mail address.
primaryPhone N Phone Number
 		contact Optional. The prospect's home phone number.
cellPhone N Phone Number contact Optional. The prospect's mobile phone number.
workPhone N Phone Number contact Optional. The prospect's work phone number.
workExtension N string, up to four characters contact Optional. The prospect's work extension number.
issueDate N YYYY-MM-DD dates Optional. The date the agreement was issued.
beginDate N YYYY-MM-DD dates Optional. The date the agreement began.
expirationDate N YYYY-MM-DD dates Optional. The date the agreement will expire.
employer N string, up to 50 characters miscellaneous Optional. The name of the prospect's employer.
miscellaneous1 N string, up to 50 characters miscellaneous Optional. This field can be used to insert custom data.
miscellaneous2 N string, up to 50 characters miscellaneous Optional. This field can be used to insert custom data.
salesPerson N GUID miscellaneous Optional. The GUID of the salesperson who helped the prospect.
This GUID must be associated with an employee of the selected club.
See the employeeId tag in the HTTP service getEmployeeList.
barCode N barcode miscellaneous Optional. The barcode for the prospect.

 

Return Data

 

The return value of the service contains the following tags:

 

 

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