Overview

This node operation creates a new opportunity status in the Close CRM system. It allows users to define a label (name) for the opportunity status and specify the status type, which can be Active, Won, or Lost. Additionally, users can optionally assign the opportunity status to a specific pipeline by providing a pipeline ID. This operation is useful for managing and categorizing the stages of sales opportunities within a CRM workflow, helping sales teams track progress and outcomes effectively.

Use Case Examples

1. Creating a new opportunity status labeled 'Negotiation' with status type 'Active' to represent opportunities currently being negotiated.
2. Adding a 'Closed Won' status type to mark opportunities that have been successfully closed.
3. Assigning a new opportunity status to a specific sales pipeline by providing the pipeline ID.

Properties

Output

JSON

• id - The unique identifier of the created opportunity status.
• label - The label/name of the created opportunity status.
• status_type - The type of the created opportunity status (active, won, lost).
• pipeline_id - The pipeline ID if the opportunity status is assigned to a specific pipeline.

Dependencies

• Close CRM API authentication token or API key credential

Troubleshooting

• Ensure that the 'Label' and 'Status Type' fields are provided, as they are required for creating an opportunity status.
• Verify that the API credentials for Close CRM are correctly configured and have the necessary permissions to create opportunity statuses.
• If specifying a Pipeline ID, ensure that the pipeline exists and the ID is correct to avoid errors.