CRM

Create or edit a lost reason

Creates a reason a deal can be lost for (omit id) or renames and repositions one (give it). These rows are the answers to «perché abbiamo perso», and crm_advance_deal returns the list of them when closing a deal as lost needs one. name is required when creating. Retiring a reason is crm_delete_lost_reason.

post/api/v1/rest/crm/lost-reasons

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/lost-reasons
  • 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

idstring uuid

Omit to create a new reason; give it to rename or reposition an existing one.

namestring

Required when creating. In Italian, as the picker reads: «Prezzo», «Tempi», «Concorrente».

positioninteger

Where it sits in the picker. Lower comes first. Defaults to 0 on create.

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.