Deal configuration
Writeable attributes
Note that deals do not have a unique attribute by default. This means that they cannot be automatically asserted without adding an additional unique attribute.
Documentation Index
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The legacy app.ts layout is deprecated. New apps use the folder-based layout under src/app/; convert existing apps with the migration guide.
An object to represent deals involving people & companies
api_slug: deals
singular_noun: Deal
plural_noun: Deal
| Attribute | Slug | Type | Traits |
|---|---|---|---|
| Name | name | Text | Required |
| Deal stage | stage | Status | Required - by default one of "Lead", "In Progress", "Won 🎉", "Lost" (workspaces can configure these status options) |
| Deal owner | owner | Actor reference | Required |
| Deal value | value | Currency | Defaults to USD, can be changed |
| Associated people | associated_people | Record reference | Relationship, inverse of Person -> associated_deals |
| Associated company | associated_company | Record reference | Relationship, inverse of Company -> associated_deals |
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