accelo_create_prospect
Create a new sales prospect in Accelo by supplying a title, affiliation ID, and prospect type ID; optionally set value, manager, due date, weighting, and status.
Instructions
Create a new prospect (sale).
Args: title: Prospect title (required) affiliation_id: Affiliation ID (required) type_id: Prospect type ID (required) value: Monetary value staff_id: Manager staff ID date_due: Due date (unix timestamp) weighting: Weighting 0-5 status_id: Initial status ID fields: Additional fields to return
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | ||
| value | No | ||
| fields | No | ||
| type_id | Yes | ||
| date_due | No | ||
| staff_id | No | ||
| status_id | No | ||
| weighting | No | ||
| affiliation_id | Yes |