qualify_lead

es.propertylist/propertylist · Verify this server

Stage 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.