Create deal
crm_create_dealCreate a CRM deal: a named opportunity with a value, a stage and a close date. Attach it to a person with contact_id - a deal is how a contact enters the pipeline, so without one the deal has no counterparty. lead_id records the lead it came from. Matrix sets it when a Qualified lead is converted; set it yourself when you raise a deal off a lead, or nothing can answer later which enquiries turned into revenue. status is a stage name from this workspace - crm_get_deals shows which exist. Creating a deal straight into a won stage is allowed but stamps it as closed on the spot, so ask before doing it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | ||
| value | No | ||
| status | No | Deal status name (defaults to workspace default). | |
| lead_id | No | The lead this deal came from, by name or id. Records the origin. | |
| owner_id | No | Employee id to own the deal. Defaults to the caller. | |
| close_date | No | ISO date (YYYY-MM-DD). | |
| company_id | No | ||
| contact_id | No | The contact this deal is with, by name or id. | |
| description | No | ||
| win_probability | No |