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Deals (vendor pipeline)

Track vendor deals through the vendor sales pipeline — create, update, stats, and lifecycle operations.

Track vendor deals through the vendor sales pipeline — create, update, stats, and lifecycle operations.

Tools (8)#

ToolTypeWhat it does
deals_listRead-onlySearch for vendor deals by title, status, vendor type, or deal type.
deals_getRead-onlyGet full details of a vendor deal by UUID, including contact info, vendor type, deal type, financial details (amount, fee, commission), linked partner, linked escrow, property address, notes, and tags.
deals_createCreates dataCreate a new vendor deal to track a transaction or payment with a vendor partner.
deals_updateUpdates dataUpdate an existing vendor deal's information or status.
deals_statsRead-onlyGet aggregate statistics for vendor deals: total count, counts by status, counts by payment status, total revenue, total fees, total commissions, counts by vendor type.
deals_archiveUpdates dataArchive a vendor deal to hide it from active views without deleting it.
deals_restoreUpdates dataRestore a previously archived vendor deal back to active views.
deals_deleteIrreversiblePermanently delete a vendor deal.