Lead pipeline & merge
Move contacts through the sales workflow
People use new, working, qualified, won, and lost stages. Won can include won_value; lost can include lost_reason. Follow-up and owner updates use separate routes.
Workflow
1
Filter leads
GET /api/people accepts pipeline and needs_merge=true.
2
Change stage
PATCH /api/people/{id}/pipeline.
3
Set follow-up or owner
PATCH /api/people/{id}/followup or /owner.
4
Merge identities
POST /api/people/merge with primary_person_id and duplicate_person_id.