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Transfer

Each module supports the transfer feature. Data can be transferred on both team and user basis. Transfer is the most basic feature that affects the visibility of the relevant data of a team or a user.

Transfer Entity​

The v2 Authorization TransferEntity endpoint should be used for transfer integration. For detailed documentation, visit Transfer.

Request Payload

{
  "toUserId": 158,
  "toUserGroupId": "afad0f7c-ba05-41d3-bdfa-18d1bbd68071",
  "description": "Transfer to sales team",
  "entityType": "quote", // or opportunity, lead, account, contact, activity etc.
  "entityId": "d925fa8c-e3b6-4b15-a29a-cc9da324ed35"
}

Query String Parameters

authUser Can the current owner access it after the transfer?

authUserGroup Can current owner group access after transfer?