create_opportunity
Add a new sales opportunity to the CRM pipeline, specifying details such as value, stage, lead info, and custom fields.
Instructions
Create a new sales opportunity in the pipeline
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Name/title of the opportunity | |
| toDos | No | To-do items for this opportunity | |
| value | No | Estimated value of the opportunity | |
| leadInfo | No | Lead contact information and custom answers | |
| stageName | No | Pipeline stage name (use list_pipeline_stages to see available stages) | |
| clientName | No | Exact match of a client name in the CRM | |
| description | No | Description of the opportunity | |
| customValues | No | Map of custom field values. Keys must match pipeline custom fields exactly | |
| estCloseDate | No | Expected close date (YYYY-MM-DD format) |