Remove Person from Deal
Module · Stable
Take a contact off a deal. Nothing is deleted; they can be added back.
Takes a person off a deal. The contact itself is untouched, and the deal keeps a record that they were taken off, so they are not suggested for it again. Taking off the primary contact leaves the deal without one.
When to use
Section titled “When to use”When someone turns out not to be involved in the deal, or was put on it by mistake.
When not to use
Section titled “When not to use”To change someone’s role on the deal, use Add Person to Deal with the new role — there is no need to take them off first.
Inputs
Section titled “Inputs”Configured per use: deal_id, contact_id.
Outputs
Section titled “Outputs”Auto-generated from the skill registry (load_skills()). Do not edit by hand.