Contact & Company Settings

Workspace reference data shared by contacts and companies — the configured lead/contact sources, lifecycle stages and statuses that records are filed under.

📄️List lead/contact sources

List the workspace's configured sources. Read access requires any contact or company scope

📄️Add a lead/contact source

Add a source to the workspace's list.

📄️Delete a lead/contact source

Remove a source from the workspace's list.

📄️List stages

List the workspace's configured stages. Read access requires any contact or company scope

📄️Create a stage

Add a lifecycle stage to the workspace.

📄️Update a stage

Rename a stage or change its display color. Partial — omitted attributes are preserved.

📄️Delete a stage

Delete a lifecycle stage.

📄️List statuses

List the workspace's configured statuses. Read access requires any contact or company scope

📄️Create a status

Add a contact/lead status to the workspace.

📄️Update a status

Rename a status or change its description. Partial — omitted attributes are preserved.

📄️Delete a status

Delete a contact/lead status.