search_deals
Search CRM sales opportunities in the pipeline by status, stage, pipeline, lead, tag, or text to locate and filter deals, returning paginated results.
Instructions
Search CRM deals (sales opportunities) in the pipeline. Filter by status, pipeline, stage, lead, tag, or text. Requires the Sales module — call get_enabled_modules first for CB orgs. Returns paginated results.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default: 1) | |
| tagId | No | Filter by tag ID | |
| leadId | No | Filter by originating lead ID | |
| search | No | Search by deal name or associated customer | |
| status | No | Filter by deal status (e.g. open, won, lost) | |
| stageId | No | Filter by pipeline stage ID | |
| pageSize | No | Results per page (default: 50) | |
| pipelineId | No | Filter by pipeline ID |