---
title: "Lead Generation | Managing the CRM process in CMiC"
slug: "recipe-om-managing-the-crm-process"
updated: 2024-02-22T19:59:15Z
published: 2024-02-22T19:59:15Z
canonical: "developers.cmicglobal.com/recipe-om-managing-the-crm-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://developers.cmicglobal.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing the CRM process

## Step 1: Retrieve a specific PM Project via company and project code

Retrieve project details for a specific project code using the following finder:

```
finder=selectByCompProj;companyCode=001,projectCode=16-001
```

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/jc-rest-api/rest/1/jcjob?finder=selectJob;compCode=001,jobCodeVar=0345' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 2: Retrieve project contact records

Get all contacts for a specific project using the following finder:

```
finder=selectProjContacts;compCode=001,projCode=16-001
```

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/pm-rest-api/rest/1/pmprojcontact?finder=selectProjContacts;compCode=001,projCode=16-001' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 3: Retrieve project key player records

Retrieve project key players using company code and project code.

```
finder=selectByCompProj;CompCode=001,ProjCode=16-001
```

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/pm-rest-api/rest/1/pmkeyplayers?finder=selectByCompProj;CompCode=001,ProjCode=16-001' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 4: Retrieve vendor records

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/sys-rest-api/rest/1/businesspartner?finder=selectBusinessPartner;businessPartner=AGO' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 5: Retrieve job records

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/jc-rest-api/rest/1/jcjob?finder=selectJob;compCode=001,jobCodeVar=0345' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 6: Retrieve Job Cost Code records

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/jc-rest-api/rest/1/jcjobcostcodes?finder=selectJobPhases;auditDate=2016-01-01' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 7: Retrieve Job Cost Code Category records

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/jc-rest-api/rest/1/jcjobcostcatcodes?finder=selectCostCatCodes;jobCode=0345' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 8: Retrieve Employee record

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/hcm-rest-api/rest/1/pyemployee?finder=PyEmployeeFinder;EmpNoVar=02085&onlyData=true' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 9: Retrieve Job Cost labor detail records

**Request**

```
curl --location --request GET 'https://mobtest.cmiccloudr12.com/cmictestrti/jc-rest-api/rest/1/jcdetailposted?finder=JcDetailPostedFinder;CompCode=001' \
--header 'Authorization: Basic Your-User:Pass'
```

## Step 10: Create Opportunity in CMiC

**Request**

```
curl --location --request POST 'https://mobtest.cmiccloudr12.com/cmictestrti/om-rest-api/rest/1/omopportunity' \
--header 'Content-Type: application/vnd.oracle.adf.resourceItem+json' \
--header 'Authorization: Basic Your-User:Pass' \
--data-raw '{
  "OmopvCompCode": "001",
  "OmopvProjCompCode": "001",
  "OmopvOppoCode": "15009",
  "OmopvOppoName": "Test Entry",
  "OmopvPartnCode": "ULV",
  "OmopVUuid": ""
}'
```