Create a sales process
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Create a sales process
with Act! CRM · Opportunity & Pipeline Management
Use Act! CRM: its act.web.api Opportunities API lets you create a sales process in a single step (POST /api/opportunities/processes). capabilities.work can help you get signed up and connected.
- How do I set up a new sales process with custom stages?
- Can I define the stages when I create a process?
Say it to your AI assistant
- Create a sales process called {name} with stages {stages}.
- Add a new opportunity process {name} described as {description}.
For your developer
POST /api/opportunities/processes in act.web.api Opportunities API. Full spec on APIs.io.