CRM

Reassign several deals

Hands up to 200 trattative to another colleague in one call — the grid’s own bulk action, for somebody who has left or a territory that has changed. Owner reassignment is the ONLY thing it does: it cannot move stages, because a lost deal needs its own reason and one card already sitting in the destination would fail the whole batch, so move stages one at a time with crm_advance_deal. Won and lost deals change hands too: the owner is not one of the figures a closed deal keeps. Ids you can no longer see simply do not change, and the answer reports how many actually did. It does not reset anybody’s idle clock: redistributing a leaver’s pipeline is not contact with those customers.

post/api/v1/rest/crm/deals/bulk

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/deals/bulk
  • Auth: HTTP bearer

Headers

X-Tenant-Idstring uuid

The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.

Request body

idsstring[] required

The deals to hand over, 1–200. From crm_list_deals.

owner_user_idstring uuid required

The colleague who takes them on. Deal rows carry owner_user_id; call custodo_whoami for your own.

Response

Done. data is the tool’s own answer.

oktrue required
dataunknown required

Changes

No recorded changes to this operation across all 1 revision of this API.