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volkern_create_deal

Create a new sales opportunity by specifying title, value, stage, and associated contacts to track deals in your CRM pipeline.

Instructions

Create a new deal/opportunity in the sales pipeline

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tituloYesDeal title (required)
valorNoDeal value/amount
monedaNoCurrency code (default: EUR)
etapaNoPipeline stage name (default: Calificación)
prioridadNo
probabilidadNoWin probability (0-100)
fechaEstimadaCierreNoExpected close date (YYYY-MM-DD)
leadIdNoAssociated lead ID
contactIdNoAssociated contact ID
companyIdNoAssociated company ID
descripcionNoDeal description

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