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Update lead/opportunity status

The Update lead/opportunity status API optimizes the sales pipeline by streamlining the process of updating lead statuses and ensuring that both the Kiosk and CRM systems reflect real-time information

  • The Kiosk sends the customer details and updated status to the API Hub.
  • The API Hub forwards this data to the CRM system.
  • The CRM updates the lead’s status and sends a success response back to the API Hub.
  • The API Hub relays this response to the Kiosk.
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Customer Summary
Lead & Opp service (SA)
  • Common Services

Enable the system to create, update, convert, and close Lead and Opportunity records in CRM for both NTB (New-To-Bank) and ETB (Existing-To-Bank) customers

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Customer Summary
ECM service (SA)
  • Customer

Support the storage and retrieval of customer document images with the Enterprise Content Management (ECM) system for use in digital channels.

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