ToolsEvery tool
crm_vocabulary_set
Set the CRM vocabulary: the organization types and pipelines this company runs its CRM in.
| Namespace | crm |
|---|---|
| Effect | workspace_write |
| Approval | not required |
| Presence | not required |
| Privacy | workspace_crm |
| Version | v1 |
What the model reads
Set the CRM vocabulary: the organization types and pipelines this company runs its CRM in. Both lists are written at once, so read crm_vocabulary_get first and send it back with what changes. The stages are the product’s and are not set here. This is an administrator’s.
Call it over HTTP
crm_vocabulary_get
The CRM vocabulary, the words this company runs its CRM in: the organization types it sorts relationships by, the pipelines it runs deals through, and the stages a deal can stand at with what each one means.
dataroom_category_update
Company dataroom: Create or rename a data room category.