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ForceManager

CRM & supportCredentials form

Find, create and update accounts, contacts, opportunities and activities in ForceManager (Sage Sales Management).

Enable ForceManagerRead the guide

15 actions

ActionEffectData handledScope
forcemanager_list_accountsLists accounts (the companies or people you sell to), 50 a page by default, optionally filtered with an SQL-like where clausereadPersonal data
forcemanager_get_accountReads one account with its address, owner, type, status and extra fieldsreadPersonal data
forcemanager_create_accountCreates an accountwritePersonal data
forcemanager_update_accountChanges an account's fieldswritePersonal data
forcemanager_list_contactsLists contacts (people at accounts), 50 a page by default, optionally filtered with an SQL-like where clausereadPersonal data
forcemanager_get_contactReads one contactreadPersonal data
forcemanager_create_contactCreates a contact at an accountwritePersonal data
forcemanager_update_contactChanges a contact's fieldswritePersonal data
forcemanager_list_opportunitiesLists opportunities (potential sales), 50 a page by default, optionally filtered with an SQL-like where clausereadPersonal data
forcemanager_get_opportunityReads one opportunity with its account, status, value and probabilityreadPersonal data
forcemanager_create_opportunityCreates an opportunity for an accountwritePersonal data
forcemanager_update_opportunityChanges an opportunity's status, value, probability or other fieldswritePersonal data
forcemanager_list_activitiesLists activities (visits, calls and other interactions with customers), 50 a page by default, optionally filtered with an SQL-like where clausereadPersonal data
forcemanager_create_activityLogs an activity with an account, such as a visit or a callwritePersonal data
forcemanager_list_usersLists the users (employees) of the ForceManager implementationreadPersonal data