Adds a deal to the database via an http form post.
| Field | Max Length | Required | Notes |
|---|---|---|---|
| response_type | false | Default results will be returned in XML. Set this field value to json to return results in JSON format | |
| accountid | true | Must be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
| apikey | true | API Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
| teammemberid | false | Must be numeric. Team Member ID. Defaults to 0 (Account Owner). | |
| dealname | false | Name of the deal / description | |
| dealtype | true | Must match a Deal Type by string value | |
| dealstage | true | Must match a Deal Stage (for the selected Deal Type) by string value | |
| dealstatus | true | Possible Values: Active, Won, Lost, Back Burner | |
| probability | false | Numeric, from 0 to 100, in increments of 5. | |
| showonstagescreen | 1 | false | Show on Deals By Stage Screen 1: Yes 0: No |
| amount | false | decimal value. do not use commas or currency symbols | |
| commission | false | decimal value. do not use commas or currency symbols | |
| openeddate | false | US Date format mm/dd/yyyy | |
| expectedclosedate | false | US Date format mm/dd/yyyy | |
| actualclosedate | false | US Date format mm/dd/yyyy | |
| nextstep | 40 | false | |
| lostreason | 50 | false | |
| note | false | Creates a Deal Note for this new deal | |
| primarycontactid | false | Creates a link to a contact | |
| customtext# | 30 | false | #1 through #6 |
| customdropdown# | 30 | false | #1 through #6 |
| custommemo# | false | #1 through #2 | |
| customcheckbox# | false | #1 through #6 Value must be true or false | |
| customdate# | false | #1 through #3 Must be in US date format MM/DD/YYYY | |
| customnumber# | false | #1 through #3 Must be numeric, no decimals | |
| customcurrency# | false | #1 through #3 Must be numeric up to 2 decimal places | |
| custominterest1 | false | Must be numeric up to 3 decimal places | |
| triggeractionset | 1 | false | Set value to "1" to trigger the Action Set (or Workflow) if stage is configured to trigger one (Default "0", don't trigger) |