create_opportunity
Create a new sales opportunity in the pipeline, specifying stage, value, client, and expected close date to track potential deals.
Instructions
Create a new sales opportunity in the pipeline. Note: This endpoint (/action/opportunities/create) may not be officially documented. The official way to create opportunities is via form submissions with a pipelineStageName using create_form_submission.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Name/title of the opportunity | |
| stage | No | Pipeline stage (use list_pipeline_stages to see available stages) | |
| value | No | Estimated value of the opportunity | |
| clientName | No | Client associated with this opportunity | |
| contactName | No | Contact person for this opportunity | |
| description | No | Description of the opportunity | |
| probability | No | Win probability percentage (0-100) | |
| expectedCloseDate | No | Expected close date (YYYY-MM-DD format) |