ToolsEvery tool

crm_opportunity_archive

Put a deal away, so it leaves the pipeline while everything recorded against it stays.

Namespace	`crm`
Effect	destructive
Approval	required
Presence	not required
Privacy	`workspace_crm`
Version	v1

What the model reads

Put a deal away, so it leaves the pipeline while everything recorded against it stays. A deal that was lost is moved to lost instead.

Call it over HTTP

POST /tools/crm_opportunity_archive/invoke

crm_opportunity_add

Open a deal with an organization this company already holds.

crm_opportunity_list

The deals this company is working on, each with its stage, what it is worth and how much work has been recorded against it — 'what are we closing this month'.