CloseProjectRequest

Request body for closing a project as sold or withdrawn.

  • The buyer's advisor as a company in your network.

  • The buyer's advisor as a contact in your network; with buyerAdvisorCompanyId, the company's contact person.

  • The buyer as a company in your network. The deal the closing becomes lists it as the buyer; the project itself keeps only the buyer type.

  • ID of the buyer contact (optional, for external buyers not on the prospect list).

  • ID of the buyer prospect (required if buyerType is 'prospect').

  • Buyer type: 'prospect' (from prospect list), 'external' (a sale to a buyer outside the prospect list or not named — buyerContactId and buyerCompanyId are optional), or 'none' (no-sale closure — deal closed without a buyer). Defaults to 'external'.

  • Close date (defaults to now if omitted).

  • The completion date is planned, not yet passed; needs completedOn.

  • When the deal completed; recorded on the deal. The close date when both dates are omitted.

  • The deal's name, visible to your whole organisation. Omitted, the deal is named after the project (unless it is still untitled), else it shows the property's name.

  • Closing price as a single value, a min/max range, or both. Currency is required; scale defaults to none when omitted. Examples: { "value": 1320, "currency": "SEK", "scale": "millions" }, { "min": 50, "max": 60, "currency": "SEK", "scale": "millions" }

    Properties: 5
  • The price is approximate ("ca"). Omitted, only a range is.

  • How sure the price is, on the deal the closing becomes. Omitted, a range is reported and a single value confirmed.

    values
    confirmedreportedestimated
  • The deal was made but its price is not known (not disclosed). The deal the closing becomes reads priceUnknown: true and does not count as missing a price. Not with price, and not on a no-sale closure.

  • The seller's advisor as a company in your network; your own firm advises when this and sellerAdvisorContactId are omitted.

  • The seller's advisor as a contact in your network; with sellerAdvisorCompanyId, the company's contact person. Your own firm advises when both are omitted.

  • The seller as a company in your network.

  • The seller as a contact in your network; with sellerCompanyId, the company's contact person.

  • When the deal was signed; recorded on the deal.

  • Closing yield as a single value, a min/max range, or both. Values are in percentage form (e.g., 5.0 = 5%). Examples: { "value": 4.7 }, { "min": 4.0, "max": 5.5 }

    Properties: 3
  • The yield is approximate ("ca"). Omitted, only a range is.

  • How sure the yield is. Omitted, a range is reported and a single value confirmed.

    values
    confirmedreportedestimated