generate_business_case
Generates a markdown business case report for a sales opportunity using opportunity details, contact information, conversation insights, and similar won deals. Helps build a comprehensive business justification.
Instructions
Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a complete report.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| clientName | No | Optional client name to override the account name in the report title | |
| opportunityId | Yes | The ID of the Salesforce opportunity to generate a business case for |