update_lead
Modify lead details in your sales pipeline including status, value, notes, and next actions to maintain accurate revenue tracking and follow-up scheduling.
Instructions
Update an existing lead
Input Schema
Name | Required | Description | Default |
---|---|---|---|
estimatedValue | No | ||
leadId | Yes | Lead ID to update | |
nextAction | No | ||
nextActionDate | No | YYYY-MM-DD | |
notes | No | ||
status | No |
Input Schema (JSON Schema)
{
"properties": {
"estimatedValue": {
"type": "number"
},
"leadId": {
"description": "Lead ID to update",
"type": "number"
},
"nextAction": {
"type": "string"
},
"nextActionDate": {
"description": "YYYY-MM-DD",
"type": "string"
},
"notes": {
"type": "string"
},
"status": {
"enum": [
"New",
"Contacted",
"Call Booked",
"Proposal Sent",
"Closed",
"Lost"
],
"type": "string"
}
},
"required": [
"leadId"
],
"type": "object"
}