Update a deal
update_dealUpdate a deal's fields (title, amount, currency, client_name, contact_id, stage_id, owner_id, their_signatory_name, their_signatory_title), or who prepares its offer: presales_name and presales_email, and a note of how the rep reaches that colleague — presales_channel (email, telegram, whatsapp, rocketchat, sms, slack) with presales_handle, the address on that channel. Tommo never writes to presales; the rep does. A stage change keeps move_deal's rules (a lost stage needs lost_reason from the list); the pipeline follows the stage; owner_id is a person of this team who may own a deal.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Row id (uuid) | |
| title | No | ||
| amount | No | ||
| currency | No | ||
| owner_id | No | ||
| stage_id | No | ||
| contact_id | No | ||
| client_name | No | The company the work is for, when the contact is a finder and not the buyer | |
| lost_reason | No | Why, when stage_id is a lost stage — one of the organization's lost reasons | |
| pipeline_id | No | Only as a check: it must be the pipeline of the deal's stage | |
| presales_name | No | ||
| presales_email | No | ||
| presales_handle | No | The colleague's address on that channel. | |
| presales_channel | No | How the rep reaches the presales colleague. A note for people: Tommo does not write to presales on it. | |
| their_signatory_name | No | Who signs for the client, by name, once their letter or a person names them. Empty clears it. | |
| their_signatory_title | No | Their signatory's title. Empty clears it. |