Update Deal
Updates an existing deal record in the Carta CRM.
/update-dealcarta/plugins
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- Search NotesSearches for and retrieves note records from the Carta CRM.
- Search ReportsRuns a saved report in the Carta CRM and renders its rows as a table, using the.
- Update CompanyUpdates an existing company record in the Carta CRM.
- Update ContactUpdates an existing contact record in the Carta CRM.
- Update FundraisingUpdates existing fundraising records in Carta CRM with new details.
- Update InvestorUpdates an investor's details and tags in the Carta CRM.
- Update NoteFinds notes in Carta CRM and updates your deal comments.
- Cold ReviewRuns outside-agent review with classification and evidence.