A Sales Enquiry can be created from a web service very easily.
This uses a Transactional Web Service using a method name of WEBT_SALES_LEAD_CREATE and the following parameters :-
Field Name
|
Description
|
Mandatory
|
Notes
|
Team
|
Sales Team
|
Yes
|
This is the Team No in Navigator to direct the enquiry to. Sales staff can be assigned to Teams.
|
LeadType
|
Type of Lead
|
No
|
This is the Type of Lead (eg online, walk in, exhibition etc) - it should be text which matches the list setup in Navigator
|
LeadSource
|
Source of the Lead
|
No
|
This is the Lead Source (eg Web Site, Advert etc) and should matxh the list setup in Navigator
|
LeadSubSource
|
Sub Source of the lead
|
No
|
This is the Lead Sub Source (eg if Advert is the LeadSource this may be the advertising publication eg Local Paper)
|
Title
|
Customer Title
|
No
|
Customer Title, ef Mr, Miss, Mrs
|
FirstName
|
Customer First Name or Initials
|
No
|
|
Surname
|
Customer Surname
|
No
|
|
Address1
|
Address Line 1
|
No
|
|
Address2
|
Address Line 2
|
No
|
|
Address3
|
Address Line 3
|
No
|
|
Address4
|
Address Line 4
|
No
|
|
Address5
|
POST CODE
|
No
|
|
Notes
|
Notes
|
No
|
This should contain any notes and any information that isn't able to be sent elsewhere - for example customer comments or extra information
|
Email
|
Email
|
No
|
Customer Email address - whlst not mandatory, either an email or a phone no should be present
|
Telephone
|
Telephone No
|
No
|
|
WorkNo
|
Work Phone No
|
No
|
|
MobileNo
|
Mobile No
|
No
|
|
StockNoWanted
|
Stock No
|
No
|
This should be the full stock no eg 1234.1
|
WantedVehicleReg
|
Registration No required
|
No
|
This field isn't required if the stock no is filled in but is the vehicle registration of the vehicle of interest
|
MakeWanted
|
Make of Vehicle Required
|
No
|
This isn't required if the interest is in a specific vehicle identified by StockNoWanted of WantedVehicleReg
|
ModelWanted
|
ModelWanted
|
No
|
This isn't required if the interest is in a specific vehicle identified by StockNoWanted of WantedVehicleReg - if sent should be accompanied by a MakeWanted
|
NewUsed
|
New or used required
|
No
|
Contains New or Used. Not required if a StockNoWanted or WantedVehicleReg is filled in
|
ColourRequired
|
Colour Required
|
No
|
|
ChangeDate
|
Estimated date of intended purchase
|
No
|
in the form dd/mm/yy
|
Budget
|
Purchase budget
|
No
|
|
PxMake
|
Part Exchange Make
|
No
|
|
PxModel
|
Part Exchange Model
|
No
|
|
An example using curl is :-
curl --location --request POST 'https://services.dmservices.co.uk/DmsNavigator.NavigatorWebService.svc/CallProgExt' \
--data-raw '<request>
<apikey>xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx</apikey>
<sessionid>12345</sessionid>
<method>WEBT_SALES_LEAD_CREATE</method>
<parameters>
<Team>19</Team>
<Title>Mr</Title>
<FirstName>Simon</FirstName>
<Surname>Verona</Surname>
<Email>simonverona999@googlemail.com</Email>
<MobileNo>07777777777</MobileNo>
<Notes>This is a test enquiry</Notes>
</parameters>
</request>
'
An example of this in use in a web page can be seen in the following example - which is built using html and jquery. The actual web page can be viewed at
web page example <html>
<head>
<link rel="stylesheet" type="text/css" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.6/css/bootstrap.min.css">
<script src="http://ajax.googleapis.com/ajax/libs/jquery/3.3.1/jquery.min.js"></script>
<script>
< !this accesses the url variables in the URL! >
function getUrlVars() {
var vars = {};
var parts = window.location.href.replace(/[?&]+([^=&]+)=([^&]*)/gi, function(m, key, value) {
vars[key] = value;
});
return vars;
}
</script>
<script>
< !In the next
function the * * _rendered - form_ * * is the id of the form(see the < form > tag) ! >
$(document).ready(function() {
$('#rendered-form').submit(function(event) {
event.preventDefault();
< !gets the data from the form! >
var Title = document.forms["rendered-form"].elements["Title"].value;
var FirstName = document.forms["rendered-form"].elements["First-Name"].value;
var Surname = document.forms["rendered-form"].elements["Surname"].value;
var Email = document.forms["rendered-form"].elements["Email"].value;
var Notes = document.forms["rendered-form"].elements["Note"].value;
< !the next line comes from the URL! >
var ApiKey = getUrlVars()["apikey"]
< !builds the URL and xml to post a sales lead
for example! >
var settings = {
"url": "https://staging-services.dmservices.co.uk/DmsNavigator.NavigatorWebService.svc/CallProgExt",
"method": "POST",
"timeout": 0,
"data": "<request><apikey>" + ApiKey + "</apikey><sessionid>12345</sessionid><method>WEBT_SALES_LEAD_CREATE</method><parameters><FirstName>" + FirstName + "</FirstName><Surname>" + Surname + "</Surname><Email>" + Email + "</Email><Notes>" + Notes + "</Notes><Team>1</Team></parameters></request>\r\n",
};
$.ajax(settings).done(function(response) {
alert("Submitted");
});
});
});
</script>
<title>Navigator Demonstration Sales lead creator</title>
</head>
<body>
<img src="logo_navigator-193x65.jpg">
<h1>Navigator Sales 360 Demonstration Contact Form</h1>
<br>
<form method="POST" id="rendered-form">
<div class="rendered-form">
<div class="fb-text form-group field-Title">
<label for="Title" class="fb-text-label">Title</label>
<input type="text" class="form-control" name="Title" id="Title">
</div>
<div class="fb-text form-group field-First-Name">
<label for="First-Name" class="fb-text-label">First Name</label>
<input type="text" class="form-control" name="First-Name" id="First-Name">
</div>
<div class="fb-text form-group field-Surname">
<label for="Surname" class="fb-text-label">Surname</label>
<input type="text" class="form-control" name="Surname" id="Surname">
</div>
<div class="fb-text form-group field-Email">
<label for="Email" class="fb-text-label">Email Address</label>
<input type="text" class="form-control" name="Email" id="Email">
</div>
<div class="fb-textarea form-group field-Note">
<label for="Note" class="fb-textarea-label">Comments</label>
<textarea type="textarea" class="form-control" name="Note" id="Note"></textarea>
</div>
<div class="fb-button form-group field-submit">
<input type="submit" class="btn-default btn" name="submit" style="default" id="submit" value="submit" />
</div>
</div>
</form>
</body>
</html>
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