teamleader_deal_create
Create a new deal/opportunity in Teamleader Focus by providing title, customer type, and customer ID, with optional phase, value, and closing date.
Instructions
Create a new deal/opportunity in Teamleader Focus.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Deal title (required) | |
| summary | No | Deal summary | |
| phase_id | No | Initial deal phase UUID | |
| customer_id | Yes | Customer UUID (required) | |
| customer_type | Yes | Customer type (required) | |
| estimated_value | No | Estimated value | |
| responsible_user_id | No | Responsible user UUID | |
| estimated_probability | No | Probability (0-1) | |
| estimated_closing_date | No | Expected close date (YYYY-MM-DD) |