Sales

Close Deal

Track B Workflow #3 — close a deal (won or lost).

On close-won: sets closed_at = NOW(), optionally deal_value, closed_lost_reason = NULL, and moves deal_stage = 'closedwon'.

On close-lost: sets closed_at = NOW(), closed_lost_reason (REQUIRED — enum from ALLOWED_LOSS_REASONS), and moves deal_stage = 'closedlost'. The mandatory loss reason is the CSO's monthly histogram — see SALES_PIPELINE_STAGES.md.

Side effects: unenrolls the lead from any active nurture sequence (we stop sending if they bought OR if they're gone).

post/api/sales/leads/{lead_id}/close

Request

  • Base URL: https://api.ruzora.com (the document declares no server; this is the origin it was published from)
  • URL: https://api.ruzora.com/api/sales/leads/{lead_id}/close
  • Auth: HTTP bearer

Path parameters

lead_idstring required

Request body

closed_wonboolean required
deal_valueinteger nullable
lost_reasonstring nullable

Response

Successful Response

unknown required

Changes

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