CRM - Deals
CRM - Deals — 11 endpoints.
List deals with filtering and pagination
GET /crm/deals
Create a new deal
POST /crm/deals
Get a deal by ID
GET /crm/deals/id
Update a deal
PATCH /crm/deals/id
Delete a deal (soft delete)
DELETE /crm/deals/id
Move a deal to a different pipeline stage
POST /crm/deals/id/move
Get the activity log for a deal
GET /crm/deals/id/activities
Get the deal control room — one aggregated read of deal, linked documents, client financial panel, and recent activity
GET /crm/deals/id/control-room
Get Vuzzy's recommended next best action for this deal (rule-based recommendation engine)
GET /crm/deals/id/next-best-action
Create a quote document from a deal's line items
POST /crm/deals/id/quote
Create a payment link for the deal's linked invoice
POST /crm/deals/id/payment-link