Reference Data/Masters
Master Reference Values
Complete set of master values required for PSB Xchange API integrations. These values must be maintained by Sourcing Partners.
Lead Type
Defines the type of lead being created on PSB Xchange Platform
API Field Name:
leadtype| # | Code | Value | Copy |
|---|---|---|---|
| 1 | CPL | Channel Partner LeadUsed to upload Channel Partner Leads (Dealer / Vendor Leads) | |
| 2 | PGL | Program LeadUsed to upload new Anchor Leads for all products (Dealer Finance, Vendor Finance, Sales Invoice Discounting, Purchase Invoice Discounting, Factoring, Reverse Factoring) |
