ToolsEvery tool
crm_opportunity_move
Move a deal to another stage, or reorder it within the one it stands at.
| Namespace | crm |
|---|---|
| Effect | workspace_write |
| Approval | required |
| Presence | not required |
| Privacy | workspace_crm |
| Version | v1 |
What the model reads
Move a deal to another stage, or reorder it within the one it stands at. A move into done or lost settles what it was worth and cannot be undone, so put it to the requester first.
Call it over HTTP
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'.
crm_opportunity_update
Change what a deal is worth, who it is with, or when it should close; only the fields the call names change.