prospecting

Promote Deal To Client For User

Changed on

Resolve a client for a deal from an explicit user choice.

post/api/prospecting/deals/{deal_id}/promote-to-client

Request

  • Base URL: https://api.every.ai (the document declares no server; this is the origin it was published from)
  • URL: https://api.every.ai/api/prospecting/deals/{deal_id}/promote-to-client
  • Auth: none declared

Query parameters

user_idstring nullable
org_idstring nullable

Request body

mode'link_existing' | 'create_new' | 'link_person' required
client_idstring nullable
contact_idstring nullable
namestring nullable
emailstring nullable
phonestring nullable
auto_enrichboolean

Response

Successful Response

unknown required

Changes

  • fa3b495a731dRevision changes
    • info

      added the new optional request property

    • info

      added the new optional request property

    • info

      added the new link_person enum value to the request property