Create opportunity
create_opportunityCreate a sales opportunity for an existing customer with stage, score, budget, and expected sale date so you can track deals in Contractor Foreman.
Instructions
Adds a sales opportunity for a customer with stage, score, budget and expected sale date.
Creates an opportunity in Contractor Foreman as the Opportunities Add drawer does, for a customer from the Directory. It is assigned to the signed-in user. Nobody is emailed. The opportunity number must be unique. Without one it gets OPP- and the UTC date and time (OPP-261021-1213). Returns the saved opportunity.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| zip | No | ||
| city | No | ||
| name | Yes | ||
| score | No | ||
| stage | No | received | |
| state | No | ||
| budget | No | Expected value in the account currency. | |
| number | No | Your opportunity number. Left out: OPP- and the UTC date and time, as OPP-261021-1213. | |
| address1 | No | ||
| customer_id | Yes | A customer's contact_id (list_contacts type customer). | |
| project_type | No | commercial | |
| est_sales_date | No | Expected sale date, YYYY-MM-DD. |