promote_deal_to_customer
Promotes a deal's customer to the Customer lifecycle stage and links it to the deal, enabling proposal or job creation from that deal.
Instructions
Promote a deal's customer to the 'Customer' lifecycle stage and link it to the deal. This is the required gate before creating a proposal or job from a deal. Requires the Sales module and the write scope. Confirm with the user before calling.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| deal_id | Yes | The CRM deal ID whose customer should be promoted |