Forecast revenue
1. User authorizes access
Your user authorizes your application to access their CRM via an OAuth or similar authorization flow through Merge Link.
2. Retrieve your user's opportunities and the associated models
Utilize the GET /opportunities endpoint to pull in your customer’s opportunities (with information on amounts and stages), as well as custom fields relevant to opportunity probabilities.
Utilize the GET /stages endpoint to pull a list of your user’s available stages for an opportunity, for context on the stage that each opportunity is in.
Utilize the GET /accounts and GET /contacts endpoints to pull information on the account and stage that each opportunity is associated with, along with custom fields relevant to the account/contact’s sentiments.
Use Remote Data, Remote Fields, and Field Mapping to allow your customers pull in custom data fields from their CRM.
3. Generate revenue forecasts
Using details on each opportunity (from both common model fields and custom fields), generate forecasts based on the stage that an opportunity is in, the likelihood it has to close, and the sentiments of the associated accounts and contacts.
