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Lead Management

Take the lead by forging a successful business partnership with Ujjivan SFB through this Lead Management Stack. Pass qualified leads and update existing lead information effortlessly.

API Name API Description Action
Search Lead This services searches for leads in CRM based on parameters. Download
Check For Duplicate This service checks for duplication of lead based on specific parameters. Download
Save Lead This service generates a new lead in the CRM. Download
Save Lead Form This services creates a new lead and updates the lead for an existing customer. Download
Update Customer This service updates Customer Information for address change, contact change, etc. on CRM. Download
Search Lead This services searches for Lead in CRM based on parameters. Download
Get Retail Customer Info This service provides the details of existing customers based on a few preset parameters. Download
Search Customer This service returns customer details based on search parameters. Download
Search KYC Details This service fetches KYC details from CRM based on the input parameters (CIF ID). Download

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