Add or edit a deal
crm_save_opportunityAdd a new deal (opportunity) to a pipeline, or edit one by opportunity_id — only the fields given change. A contact is matched by email or phone, or created, from contact_name/contact_email/contact_phone/company. Use crm_move_opportunity to just move a deal or mark it won or lost.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | What the deal is, e.g. "Marcus — booth rental". | |
| stage | No | Stage name or id. New deals default to the first stage. | |
| value | No | Dollar value, e.g. "250" or "$1,200". | |
| source | No | Where the lead came from, e.g. Instagram, referral, walk-in. | |
| status | No | ||
| company | No | ||
| pipeline | No | Pipeline name or id. Optional if there's only one, or when editing. | |
| contact_id | No | ||
| lost_reason | No | Why it was lost, when status is lost. | |
| contact_name | No | ||
| contact_email | No | ||
| contact_phone | No | ||
| opportunity_id | No | Leave out to create a new deal. |