Create a new scorecard template (assessment rubric) with optional criteria.
Job scoping: pass job_id to bind the template to a specific job in this team. Only one active template can exist per job in the team — archive the existing one before creating a new one.
Team member assignment: the template is recorded as created by the calling team member. Pass team_member_id only when authenticating with an API key (no implicit member context). Session and OAuth callers cannot attribute creation to a different member.
Job UUID to scope this template to. The job must belong to this team. Only one active template can exist per job in the team. Omit to create an org-wide template.
Team member UUID to record as the template creator. Ignored for session and OAuth callers (the authenticated member is always recorded). Required for API-key auth, which has no implicit member context.
Criteria to attach to the template. Each criterion has a name and optional description, importance, position, and default_text. When position is omitted, criteria are numbered in the order provided.
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/v1/client-contacts","href":"/api-reference/client-contacts/list-client-contacts"},{"title":"Create client contact","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/client-contacts","href":"/api-reference/client-contacts/create-client-contact"},{"title":"Get client contact by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/client-contacts/{id}","href":"/api-reference/client-contacts/get-client-contact-by-id"},{"title":"Update client contact","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/client-contacts/{id}","href":"/api-reference/client-contacts/update-client-contact"}]},{"group":"Companies","pages":[{"title":"List company client statuses","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/companies/statuses","href":"/api-reference/companies/list-company-client-statuses"},{"title":"Search 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/v1/company-activities","href":"/api-reference/company-activities/create-company-activity-note"},{"title":"Get company activity by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/company-activities/{id}","href":"/api-reference/company-activities/get-company-activity-by-id"},{"title":"Update company activity (note) by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/company-activities/{id}","href":"/api-reference/company-activities/update-company-activity-note-by-id"}]},{"group":"Company Insights","pages":[{"title":"List AI-extracted insights for a company","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/company-insights","href":"/api-reference/company-insights/list-ai-extracted-insights-for-a-company"},{"title":"Edit content or dismiss/restore an insight","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/company-insights/{id}","href":"/api-reference/company-insights/edit-content-or-dismissrestore-an-insight"},{"title":"Dismiss multiple insights at once","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/company-insights/bulk-dismiss","href":"/api-reference/company-insights/dismiss-multiple-insights-at-once"},{"title":"Manually extract insights from an activity","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/company-insights/trigger","href":"/api-reference/company-insights/manually-extract-insights-from-an-activity"}]},{"group":"Custom Fields","pages":[{"title":"Get person custom field definitions","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/custom-fields/persons","href":"/api-reference/custom-fields/get-person-custom-field-definitions"},{"title":"Get company custom field definitions","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/custom-fields/companies","href":"/api-reference/custom-fields/get-company-custom-field-definitions"},{"title":"Get job custom field definitions","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/custom-fields/jobs","href":"/api-reference/custom-fields/get-job-custom-field-definitions"},{"title":"Get deal custom field definitions","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/custom-fields/deals","href":"/api-reference/custom-fields/get-deal-custom-field-definitions"}]},{"group":"Deal Activities","pages":[{"title":"List deal activities","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/deal-activities","href":"/api-reference/deal-activities/list-deal-activities"},{"title":"Create deal activity (note)","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/deal-activities","href":"/api-reference/deal-activities/create-deal-activity-note"},{"title":"Get deal activity by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/deal-activities/{id}","href":"/api-reference/deal-activities/get-deal-activity-by-id"},{"title":"Update deal activity (note) by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/deal-activities/{id}","href":"/api-reference/deal-activities/update-deal-activity-note-by-id"}]},{"group":"Deals","pages":[{"title":"List deal statuses","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/deals/statuses","href":"/api-reference/deals/list-deal-statuses"},{"title":"Search deals","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/deals/search","href":"/api-reference/deals/search-deals"},{"title":"Get deal by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/deals/{id}","href":"/api-reference/deals/get-deal-by-id"},{"title":"Archive deal","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/deals/{id}","href":"/api-reference/deals/archive-deal"},{"title":"Update deal","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/deals/{id}","href":"/api-reference/deals/update-deal"},{"title":"Create deal","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/deals","href":"/api-reference/deals/create-deal"}]},{"group":"Retainer Packs","pages":[{"title":"List fee statuses","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/fee-statuses","href":"/api-reference/retainer-packs/list-fee-statuses"},{"title":"List retainer packs","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/retainer-packs","href":"/api-reference/retainer-packs/list-retainer-packs"},{"title":"Create a retainer pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/retainer-packs","href":"/api-reference/retainer-packs/create-a-retainer-pack"},{"title":"Get a retainer pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/retainer-packs/{id}","href":"/api-reference/retainer-packs/get-a-retainer-pack"},{"title":"Delete a retainer pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/retainer-packs/{id}","href":"/api-reference/retainer-packs/delete-a-retainer-pack"},{"title":"Update a retainer pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/retainer-packs/{id}","href":"/api-reference/retainer-packs/update-a-retainer-pack"},{"title":"Close a retainer pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/retainer-packs/{id}/close","href":"/api-reference/retainer-packs/close-a-retainer-pack"},{"title":"Reopen a retainer pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/retainer-packs/{id}/reopen","href":"/api-reference/retainer-packs/reopen-a-retainer-pack"},{"title":"Add an adjustment to a closed retainer pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/retainer-packs/{id}/adjustments","href":"/api-reference/retainer-packs/add-an-adjustment-to-a-closed-retainer-pack"},{"title":"Delete a retainer pack adjustment","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/retainer-packs/{id}/adjustments/{adjustment_id}","href":"/api-reference/retainer-packs/delete-a-retainer-pack-adjustment"},{"title":"Delete an open retainer from a pack","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/retainer-packs/{id}/retainers/{retainer_id}","href":"/api-reference/retainer-packs/delete-an-open-retainer-from-a-pack"},{"title":"Replace a claimed retainer's split","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json put /v1/retainer-packs/{id}/retainers/{retainer_id}/split","href":"/api-reference/retainer-packs/replace-a-claimed-retainers-split"}]},{"group":"Job Activities","pages":[{"title":"List job activities","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/job-activities","href":"/api-reference/job-activities/list-job-activities"},{"title":"Create job activity (note)","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/job-activities","href":"/api-reference/job-activities/create-job-activity-note"},{"title":"Get job activity by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/job-activities/{id}","href":"/api-reference/job-activities/get-job-activity-by-id"},{"title":"Update job activity (note) by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/job-activities/{id}","href":"/api-reference/job-activities/update-job-activity-note-by-id"}]},{"group":"Job Offers","pages":[{"title":"List job offer statuses","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/job-offers/statuses","href":"/api-reference/job-offers/list-job-offer-statuses"},{"title":"List job offers","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/job-offers","href":"/api-reference/job-offers/list-job-offers"}]},{"group":"Jobs","pages":[{"title":"List jobs (deprecated)","deprecated":true,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs","href":"/api-reference/jobs/list-jobs-deprecated"},{"title":"Create job","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/jobs","href":"/api-reference/jobs/create-job"},{"title":"Search jobs","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/jobs/search","href":"/api-reference/jobs/search-jobs"},{"title":"Get job by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/{id}","href":"/api-reference/jobs/get-job-by-id"},{"title":"Update job","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/jobs/{id}","href":"/api-reference/jobs/update-job"},{"title":"List job candidates","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/{id}/candidates","href":"/api-reference/jobs/list-job-candidates"},{"title":"List job applicants","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/{id}/applicants","href":"/api-reference/jobs/list-job-applicants"},{"title":"List job document types","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/document-types","href":"/api-reference/jobs/list-job-document-types"},{"title":"Get job documents","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/{id}/documents","href":"/api-reference/jobs/get-job-documents"},{"title":"Upload job document","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/jobs/{id}/documents","href":"/api-reference/jobs/upload-job-document"},{"title":"Add job target companies","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/jobs/{id}/target-companies","href":"/api-reference/jobs/add-job-target-companies"},{"title":"Remove job target companies","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/jobs/{id}/target-companies","href":"/api-reference/jobs/remove-job-target-companies"},{"title":"List job team member roles","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/team-member-roles","href":"/api-reference/jobs/list-job-team-member-roles"},{"title":"Get job pack retainer split","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/{id}/pack-retainer-split","href":"/api-reference/jobs/get-job-pack-retainer-split"},{"title":"Set job pack retainer split","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json put /v1/jobs/{id}/pack-retainer-split","href":"/api-reference/jobs/set-job-pack-retainer-split"},{"title":"List job referral partners","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/{id}/referral-partners","href":"/api-reference/jobs/list-job-referral-partners"},{"title":"Add job referral partner","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/jobs/{id}/referral-partners","href":"/api-reference/jobs/add-job-referral-partner"},{"title":"Remove job referral partner","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/jobs/{id}/referral-partners/{client_contact_id}","href":"/api-reference/jobs/remove-job-referral-partner"},{"title":"Update job referral partner","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/jobs/{id}/referral-partners/{client_contact_id}","href":"/api-reference/jobs/update-job-referral-partner"},{"title":"List job statuses","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/statuses","href":"/api-reference/jobs/list-job-statuses"},{"title":"List pipeline stages","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/jobs/pipeline-stages","href":"/api-reference/jobs/list-pipeline-stages"}]},{"group":"Lists","pages":[{"title":"Search lists","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/lists/search","href":"/api-reference/lists/search-lists"},{"title":"Get list by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/lists/{id}","href":"/api-reference/lists/get-list-by-id"},{"title":"Create list","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/lists","href":"/api-reference/lists/create-list"},{"title":"Add list items","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/lists/{id}/items","href":"/api-reference/lists/add-list-items"},{"title":"Remove list items","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/lists/{id}/items","href":"/api-reference/lists/remove-list-items"}]},{"group":"Meeting Recordings","pages":[{"title":"List meeting recordings","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/meeting-recordings","href":"/api-reference/meeting-recordings/list-meeting-recordings"},{"title":"Get meeting recording by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/meeting-recordings/{id}","href":"/api-reference/meeting-recordings/get-meeting-recording-by-id"}]},{"group":"Person Activities","pages":[{"title":"List person activity types","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/person-activities/types","href":"/api-reference/person-activities/list-person-activity-types"},{"title":"Create person activity","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/person-activities","href":"/api-reference/person-activities/create-person-activity"},{"title":"Get person activity by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/person-activities/{id}","href":"/api-reference/person-activities/get-person-activity-by-id"},{"title":"Delete person activity by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/person-activities/{id}","href":"/api-reference/person-activities/delete-person-activity-by-id"},{"title":"Update person activity by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/person-activities/{id}","href":"/api-reference/person-activities/update-person-activity-by-id"}]},{"group":"Persons","pages":[{"title":"List person reference types","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/persons/reference-types","href":"/api-reference/persons/list-person-reference-types"},{"title":"Create person reference","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/{id}/references","href":"/api-reference/persons/create-person-reference"},{"title":"Delete person reference","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/persons/{id}/references/{reference_id}","href":"/api-reference/persons/delete-person-reference"},{"title":"Update person reference","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/persons/{id}/references/{reference_id}","href":"/api-reference/persons/update-person-reference"},{"title":"List persons (deprecated)","deprecated":true,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/persons","href":"/api-reference/persons/list-persons-deprecated"},{"title":"Create person","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons","href":"/api-reference/persons/create-person"},{"title":"Advanced person search","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/search","href":"/api-reference/persons/advanced-person-search"},{"title":"Get person by ID","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/persons/{id}","href":"/api-reference/persons/get-person-by-id"},{"title":"Update person","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/persons/{id}","href":"/api-reference/persons/update-person"},{"title":"Create person compensation","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/{id}/compensations","href":"/api-reference/persons/create-person-compensation"},{"title":"Delete person compensation","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json delete /v1/persons/{id}/compensations/{compensation_id}","href":"/api-reference/persons/delete-person-compensation"},{"title":"Update person compensation","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json patch /v1/persons/{id}/compensations/{compensation_id}","href":"/api-reference/persons/update-person-compensation"},{"title":"Get unified person activities","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/persons/{id}/activities","href":"/api-reference/persons/get-unified-person-activities"},{"title":"Get person documents","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/persons/{id}/documents","href":"/api-reference/persons/get-person-documents"},{"title":"Upload person document","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/{id}/documents","href":"/api-reference/persons/upload-person-document"},{"title":"List person document types","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json get /v1/persons/document-types","href":"/api-reference/persons/list-person-document-types"},{"title":"Set preferred email (bulk)","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/preferred-email","href":"/api-reference/persons/set-preferred-email-bulk"},{"title":"Set preferred phone (bulk)","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/preferred-phone","href":"/api-reference/persons/set-preferred-phone-bulk"},{"title":"Mark emails as bounced (bulk)","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/email-bounced","href":"/api-reference/persons/mark-emails-as-bounced-bulk"},{"title":"Remove emails (bulk)","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/emails/delete","href":"/api-reference/persons/remove-emails-bulk"},{"title":"Set preferred email","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/{id}/preferred-email","href":"/api-reference/persons/set-preferred-email"},{"title":"Set preferred phone","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/{id}/preferred-phone","href":"/api-reference/persons/set-preferred-phone"},{"title":"Enrich person contact details","deprecated":null,"version":null,"openapi":"/api-reference/openapi-v1.json post /v1/persons/{id}/enrich","href":"/api-reference/persons/enrich-person-contact-details"}]},{"group":"Scorecards","pages":[{"title":"Search scorecard 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