Close RD Station CRM Deal (Won/Lost)
rdcrm_close_dealClose a deal as won or lost. For lost deals, specify the reason by name or ID along with an optional note to record why the deal did not close.
Instructions
Mark a deal as won or lost. For lost deals, pass the reason by name (lost_reason) or ID (lost_reason_id) — names are resolved against the reasons configured in the account — plus an optional note.
Use when: "mark the Acme deal as won", "we lost the Beta deal because of price".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Optional note about why the deal was lost | |
| deal_id | Yes | Deal ID to close | |
| outcome | Yes | Whether the deal was won or lost | |
| lost_reason | No | Lost reason by name, resolved against the account's configured reasons | |
| lost_reason_id | No | Lost reason ID (only for outcome 'lost') |