Update the Details of a Customer

Path Params

int32

required

The ID of the customer. ex: https://enerflo.io/customer/edit/2445615

Body Params

office_id

int32

The Office ID is found in the URL of an office page. ex: https://enerflo.io/company/office/edit/3913

agent_user_id

int32

This is the Enerflo User ID of the Sales Rep.

setter_user_id

int32

This field specifies the ID of the Enerflo user who will be assigned as the lead's setter

creator_user_id

int32

The ID of the Enerflo user that is authoring/creating the lead record.

first_name

string

The customer's first name

last_name

string

The customer's last name

secondary_first_name

string

The secondary customer's first name

secondary_last_name

string

The secondary customer's last name

string

The customer's email address

secondary_email

string

The secondary customer's email address

mobile

string

The mobile phone number of the lead, used for SMS notifications and messaging.

secondary_mobile

string

The secondary customer's mobile phone number

lead_source

string

The source of the lead, most often for marketing services. Valid values can be found here: https://enerflo.io/company/leadsources

status_id

int32

An initial lead status. Does not need to match a company-specific Enerflo lead status. https://enerflo.io/company/statuses

sms_opt_in

boolean

Indicates whether the customer has opted in to receive SMS communications. Customers must explicitly opt-in (verbally to a sales rep or digitally) before any SMS messages can be sent. This is required to maintain compliance with FCC, TCPA, and CTIA regulations. If not provided, the default value is false and no messages will be delivered. This value can be updated via the API or UI unless the customer has explicitly replied "STOP" to an SMS. In that case, they cannot be opted in unless they text "START".

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