Deals

An object to represent deals involving people & companies

Deal configuration

api_slug: deals
singular_noun: Deal
plural_noun: Deal

The Deal object is available in every Attio workspace, but disabled by default. It can only be activated by a workspace admin, in the objects settings page.

Writeable attributes

Attribute	Slug	Type	Traits
Name	name	Text	Required
Deal stage	stage	Status	Required - by default one of "Lead", "In Progress", "Won 🎉", "Lost" (workspaces can configure these status options)
Deal owner	owner	Actor reference	Required
Deal value	value	Currency	Defaults to USD, can be changed
Associated people	associated_people	Record reference	Relationship, inverse of Person -> associated_deals
Associated company	associated_company	Record reference	Relationship, inverse of Company -> associated_deals

Note that deals do not have a unique attribute by default. To assert deals, we recommend that you add a unique attribute, such as an ID from your own system, and use it as the matching attribute. A non-unique matching attribute also works, but a value that matches more than one deal is rejected.