Skip to main content

CreateContactStage creates a new contact stage for the organization.

POST 

/api/v1/engagements/contacts/stages

Contact stages represent positions in the sales pipeline. Use sort_order to define the pipeline sequence.

Common Stages

  • new (sort_order: 1): Newly created, not yet evaluated
  • qualified (sort_order: 2): Meets criteria for follow-up
  • engaged (sort_order: 3): Active conversation/negotiation
  • proposal (sort_order: 4): Proposal sent, awaiting decision
  • converted (sort_order: 5): Successfully became customer
  • lost (sort_order: 6): Did not convert
  • inactive (sort_order: 7): No recent activity

Parameters

  • name: Required, unique name within organization (max 100 chars)
  • description: Optional, explains stage criteria
  • sort_order: Optional, pipeline sequence (lower = earlier)

Response

Returns the created contact stage with assigned ID.

Errors

  • INVALID_ARGUMENT: Name is empty or exceeds 100 characters
  • ALREADY_EXISTS: Stage with same name exists in organization
  • PERMISSION_DENIED: Caller lacks contacts:settings:write permission

Request

Responses

A successful response.