teamleader_create_deal
Create a new deal or opportunity in Teamleader Focus by providing customer type, customer ID, phase ID, and optional fields like estimated value, closing date, and responsible user.
Instructions
Create a new deal/opportunity in Teamleader Focus
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Deal title | |
| phase_id | Yes | Deal phase ID | |
| source_id | No | Source ID | |
| customer_id | Yes | Customer ID (contact or company) | |
| customer_type | Yes | Customer type | |
| department_id | No | Department ID | |
| responsible_user_id | No | Responsible user ID | |
| estimated_probability | No | Estimated probability (0-1) | |
| estimated_closing_date | No | Estimated closing date (YYYY-MM-DD) | |
| estimated_value_amount | No | Estimated value amount | |
| estimated_value_currency | No | Currency code (e.g. 'EUR', 'USD') |