v4

latestOpenAPI 3.1.02026-08-0421336267.5 KB
Reporting

Partner Lead

List the leads you've referred, newest first.

Each lead includes the contact, the properties quoted, and the Steadily agent who is assisting that lead.

Lead statuses indicate how that lead performed:

  • New - Newly created leads.
  • Converted - Leads that convert and buy a policy.
  • Unqualified - Leads that ultimately did not convert.
  • Awaiting quote - Leads that are currently being quoted, pending customer decision or underwriting review.

Account-level reporting also provides a contacted status to indicate whether we've successfully established contact with that customer.

Results are paginated; follow next_url for the next page.

get/v1/report/lead

Query parameters

limitinteger
starting_after_idstring nullable
order_by'-created_timestamp' | 'created_timestamp' | '-updated_timestamp' | 'updated_timestamp'
created_afterstring date-time nullable
created_beforestring date-time nullable
updated_afterstring date-time nullable
updated_beforestring date-time nullable
status'converted' | 'unqualified' | 'awaiting_quote' | 'new'

Response

Successful Response

limitinteger required
next_urlstring