crm_create_group
Create a lead group with name and outreach reason for targeted campaigns. Returns group ID for adding leads, with optional AI source and location.
Instructions
Create a lead group (campaign). REQUIRED: name + why (outreach reason, e.g. "car garages without websites in Casablanca → pitch website build"). Also set source_ai (claude|grok|cursor|manual) and optional location. Returns group id for crm_add_leads.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| why | Yes | Why these leads exist and what to offer. Used when generating prospect email tasks. | |
| name | Yes | Group name, e.g. "Garages Casablanca sans site" | |
| notes | No | ||
| location | No | e.g. Casablanca, Morocco | |
| source_ai | No | Which AI created this group: claude | grok | cursor | manual |