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PipelineWrites data

update_pipeline_stages

Rename a pipeline, make it the default, or set its stage list in order.

What it does

Rename a pipeline, make it the default, or set its stage list in order. Stages with an id are edited in place (deals keep pointing at them) and keep any field you leave out, so {id, win_pct} changes only the win %; stages without an id are created and need a name; stages left out of the list are deleted, refused while they hold open deals. Attach a follow-up sequence to a stage with followup_campaign_id (a campaign created with kind followup; empty string detaches it): deals entering that stage are enrolled, deals leaving are unenrolled.

Parameters

NameTypeNotes
pipeline_id *string
namestring
is_defaultboolean
idstringAn existing stage, from list_pipelines
namestringRequired for a new stage
win_pctnumber
followup_campaign_idstring
stale_after_daysnumber

* required

More pipeline tools

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