Deals
Deals are a way to represent opportunities in the platform. A deal requires a primary contact to be assigned to the deal and any number of secondary contacts can be assigned as well. Deals can be moved between pipelines and stages.
- Deals
- Create a deal
- Retrieve a deal
- Update a deal
- Delete a deal
- List all deals
- Create a deal note
- Update a deal note
- Create a pipeline
- Retrieve a pipeline
- Update a pipeline
- Delete a pipeline
- List all pipelines
- Stages
- Create a stage
- Retrieve a stage
- Update a stage
- Delete a stage
- List all stages
- Move deals to another stage
- Create a custom field
- Retrieve a custom field
- Update a custom field
- Delete a custom field
- List all custom fields
- Create a custom field value
- Retrieve a custom field value
- Update a custom field value
- Delete a custom field value
- List all custom field values