Create a deal
teamleader_create_dealWRITE: create a new deal for an existing contact or company. Requires the customer and a title; optionally a phase (see teamleader_list_deal_phases), value, probability and expected closing date. Returns the new deal's id. Teamleader: deals.create.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | ||
| summary | No | The deal's remarks field. | |
| phase_id | No | Starting phase; defaults to the default pipeline's first phase. | |
| source_id | No | The deal source id (a UUID). | |
| customer_id | Yes | The customer's contact or company id. | |
| customer_type | Yes | Whether the customer is a contact or a company. | |
| department_id | No | Department (company entity) id. | |
| contact_person_id | No | For a company customer: the contact person. | |
| responsible_user_id | No | The user id (a UUID). | |
| estimated_probability | No | Win probability, 0 to 1. | |
| estimated_closing_date | No | Expected closing date (YYYY-MM-DD). | |
| estimated_value_amount | No | Expected value; needs estimated_value_currency. | |
| estimated_value_currency | No |