CRM
Close opportunity
Closes an opportunity as won or lost, with its reason, and moves it to the matching stage.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | crm |
| Group in the editor | CRM › Opportunities |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to CRM. Administrators always pass; a module outside the plan blocks everyone. |
| Add-on | CRM |
| Destructive | No: the public MCP catalogue does not mark it as destructive |
| Also available in | REST API, MCP (filmo_crm_opportunities_close) |
Inputs
opportunityIdstringRequired
outcomeenum<string>Required
Available options: won, lost
versionnumberRequired
Limits: min 1
toStageIdstring
Limits: advanced
wonReasonstring
lostReasonenum<string>
Available options: price, timing, no_budget, no_decision, lost_to_competitor, no_response, duplicate, other
lostReasonNotestring
Limits: advanced
Outputs
opportunityIdstring
statusenum<string>
Available options: open, won, lost
versionnumber
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