Create a deal

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Request body

Schema: DealCreate

prospect_namestring

Free-text prospect/company name, used before a real customer record exists. Required unless customer_id is set.

customer_idstring

Existing customer this deal is for (expansion deal). Required unless prospect_name is set.

namestring

Deal name. Defaults to the prospect/customer name.

contact_namestring

Sales contact.

contact_emailstring

Sales contact email. Never written to the customer record -- may later become the order signer.

sourcestring

One of ['event', 'expansion', 'inbound', 'other', 'outbound', 'partner', 'referral'].

stagestring

One of ['closed_lost', 'closed_won', 'negotiation', 'proposal', 'prospecting', 'qualified']. Defaults to 'prospecting'.

is_expansionboolean

True if this is expansion revenue on an existing customer.

expected_value_centsinteger

Estimated deal value in cents.

expected_hoursnumber | string

Estimated hours.

expected_term_monthsinteger

Estimated contract term in months.

expected_start_datestring · date

Estimated start date.

expected_close_datestring · date

Estimated close date.

notesstring

Free-text notes.

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