Deals
The workspace's own sales pipeline — deals (opportunities) moving through the stages of a pipeline, each optionally tied to a person and a company. Distinct from CRM, which writes deals into a CONNECTED external CRM.
List deals (filter by pipeline, stage, status, owner, title)
The workspace's deals, newest first, each with its stage, person,
Create a deal
Opens a deal in a pipeline stage. Needs `deals.manage`. The pipeline and
A deal with its pipeline and that pipeline's stages
One deal with its stage, person, company and assigned member, plus the
Update a deal (partial) — move its stage, win or lose it
Changes only the fields sent; PATCH is accepted as well. Needs
Delete a deal
Removes the deal for good (there is no trash). Needs `deals.delete`.
List pipelines with their stages
Every pipeline in display order, each with its stages in display order.
Create a pipeline with its stages
A new pipeline and, in the same call, at least one stage. Needs
Map a stage to the advertising conversion it represents
A deal entering this stage is reported to the ad platform as this