Qualify lead
qualify_leadStage qualifying a client, as the CRM's Qualified popup does: tags them as a buyer, seller or tenant, puts them on that pipeline board and takes them off the Lead board. Returns a preview, including what it will COST (a place on the Buyer board uses a free place or one credit), and an action_id; NOTHING changes or is charged until you call confirm_action with that id, after the agent has said yes.
Without board, the type comes from what the CRM already knows (the
client's saved search, or a Vendor/Landlord tag); with neither, it
asks for their details instead of guessing. With board, the client
goes onto that board at its first step.
search saves what a buyer or tenant is looking for with the
qualification, homes or commercial premises (offices, retail, a
bar, a warehouse, a traspaso...), never both in one search.
Requires a linked PropertyList account: the change is made in the agent's own name, with their CRM permissions, so an agency API key alone cannot make it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| board | No | The board to put them on. Optional. | |
| search | No | Optional: what a buyer or tenant is looking for, saved as their search when the qualification is confirmed. | |
| contact_id | Yes | The client, from find_contacts or my_pipeline. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| status | Yes | ||
| details | Yes | ||
| summary | Yes | What confirming will do, to show the agent. | |
| action_id | Yes | Pass to confirm_action to make the change, or cancel_action to drop it. | |
| expires_at | Yes | ISO 8601, UTC. After this the preview must be staged again. |