click5 CRMInstall

Summary

Create a new deal in the click5 CRM by providing necessary deal details.

Inputs

• name (required) — The name of the deal.
• client (required) — Select the client by name or ID from the list.
• additionalFields — Additional details for the deal, including amount, description, tutorial mode, and attachments.

Output shape

a confirmation message and details of the created deal

The output includes a success message along with the newly created deal details. Ensure that the client ID is valid and that required fields are filled out.

Examples

Example 1: Creating a deal with all required information

Fill the 'Name' with 'New Website Project', select a client from the list, and optionally add an amount and description.