Lose Deal
ploomes_deals_loseMark an open deal as lost in Ploomes CRM by providing its ID and a valid LossReasonId. Only deals with status 'Open' can be transitioned to lost.
Instructions
Mark a deal as lost in Ploomes CRM. Sets the deal StatusId to 3 (Lost). Requires a LossReasonId — use ploomes_deals_loss_reasons_list to find valid loss reason IDs for your account. Only open deals (StatusId=1) can be marked as lost.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Deal ID to mark as lost | |
| LossReasonId | Yes | Loss reason ID (required). Use ploomes_deals_loss_reasons_list to find valid values. |