Portfolio
curl --request GET \
--url https://{tenant_id}.api.useago.com/api/v1/crm/portfolio \
--header 'X-API-Key: <api-key>'import requests
url = "https://{tenant_id}.api.useago.com/api/v1/crm/portfolio"
headers = {"X-API-Key": "<api-key>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {'X-API-Key': '<api-key>'}};
fetch('https://{tenant_id}.api.useago.com/api/v1/crm/portfolio', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));CRM
Portfolio
A staff member’s book: counts, companies by risk, renewals within 90 days, open alerts and tasks.
role is any, csm or owner.
GET
/
api
/
v1
/
crm
/
portfolio
Portfolio
curl --request GET \
--url https://{tenant_id}.api.useago.com/api/v1/crm/portfolio \
--header 'X-API-Key: <api-key>'import requests
url = "https://{tenant_id}.api.useago.com/api/v1/crm/portfolio"
headers = {"X-API-Key": "<api-key>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {'X-API-Key': '<api-key>'}};
fetch('https://{tenant_id}.api.useago.com/api/v1/crm/portfolio', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));