Add Person to Deal
Module · Stable
Put a contact on a deal, optionally in a role (Decision maker, Champion…).
Puts an existing contact on a deal as a stakeholder, optionally in a role taken by name from the workspace’s list. Safe to repeat: someone already on the deal is left as they are (changed: false) unless a different role is given, and someone taken off earlier is brought back.
When to use
Section titled “When to use”When a person is involved in a deal — they signed, they decide, they asked for the offer. Read Deal first to see who is already on it.
When not to use
Section titled “When not to use”To make someone the deal’s MAIN contact, use Update Deal’s primary_contact_id (they are then on the deal automatically). To say where a person works, that is the contact’s company, not a deal role.
Inputs
Section titled “Inputs”Configured per use: deal_id, contact_id, role.
Outputs
Section titled “Outputs”Auto-generated from the skill registry (load_skills()). Do not edit by hand.