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Create Opportunity via API does not assign Process and Sale Stage.
last year by Kris
Hello All,
I've recently came across an issue where I was creating Opportunities via Octopus API. My payload contained values for Process (in may case specific value) and SalesStage but (i.e. Fact Finding).
After supplying the values in the payload the Opportunity was created but the fields for Process was not setup and no Sales Stage was setup.
Would you be able to elaborate or explain what is the minimum information needed to correctly setup Process and initial Sales Stage in the newly create opportunity?
Thank you
