Create Deal

post

https://api.operating.app/v1/crm/deals

Creates a new deal.

Deals represent the sales opportunities of the company. They are linked to projects for staffing purposes.

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Body Params

externalId

string

required

An external identifier for your reference for this record. Must be unique for a record of this type. Not used by Operating.

name

string

required

The name of this deal.

currency

length between 3 and 3

The ISO 4217 currency code of this deal. E.g. USD or EUR.

probability

-9007199254740991 to 9007199254740991

The probability of this deal. Overrides the pipeline stage probability.

pipelineId

string

required

Id of the pipeline this deal is in.

pipelineStageId

string

required

Id of the pipeline stage this deal is in.

projectId

string

required

Id of the project related to this deal.

value

The value of this deal in the deal currency.

externalUrl

A link displayed to users in relation to this deal.

description

A description of this deal.

closeDate

The close date of this deal.

Responses

200Successful response