A potential sale to an Organization or a Person, tracked through a Pipeline, with an amount, a probability and an expected close. Won or lost is the status category.
category defaults from the stage's category; default map[category:open]
amount
Money
no
probability
decimal
no
0 to 1; defaults from the stage
expected_close
date
no
closed_at
datetime
no
set when status.category leaves open
description
text
no
Events
deal.won when status.category becomes won; deal.lost when status.category becomes lost.
Extensions
Extension
Type
Notes
ext.crm.deal_source
string
Where this deal came from: the channel, campaign or referral that produced the opportunity. Named deal_source because the envelope's source object holds import provenance.
ext.crm.line_items
object
The products on the deal before a quote or invoice exists: an object { lines: [ { product (a Product id), description, quantity (decimal string), unit_price { amount, currency } } ] }. Quantities and prices belong on the Invoice once one exists.
ext.crm.lost_reason
string
Why the deal was lost, in the team's own words or vocabulary.
ext.crm.won_reason
string
Why the deal was won, in the team's own words or vocabulary.