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Rename or tweak a sales process

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Rename or tweak a sales process

with Act! CRM · Opportunity & Pipeline Management

Use Act! CRM: its act.web.api Opportunities API lets you rename or tweak a sales process in a single step (PATCH /api/opportunities/processes/{processId}). capabilities.work can help you get signed up and connected.

  • Can I just rename a sales process without touching its stages?
  • How do I change only the description of an opportunity process?
Say it to your AI assistant
  • Rename sales process {processId} to {name}.
  • Patch the status of process {processId} to {status}.
For your developer

PATCH /api/opportunities/processes/{processId} in act.web.api Opportunities API. Full spec on APIs.io.