raynet_convert_lead_to_bc
Convert an existing lead into a business case after client interest, automatically mapping type and phase names to IDs.
Instructions
Converts an existing Lead into a BusinessCase. The bc_type and bc_phase names are automatically converted to IDs. Use this after 'raynet_create_lead_full' once the client is already interested in the offer.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| bc_type | No | BusinessCase type name — must match exactly a value that exists in the client's Raynet. Use raynet_get_enumerations to discover available values. | |
| lead_id | Yes | ID of the lead to convert | |
| bc_phase | No | BusinessCase phase name — must match exactly a value that exists in the client's Raynet. Use raynet_get_bc_phases (or raynet_get_enumerations) to discover available values. | |
| person_id | No | ID of the person to attach during conversion. Needed to attach the company/person during conversion; if omitted, the tool will try to read it from the lead itself. | |
| company_id | No | ID of the company to attach during conversion. Needed to attach the company/person during conversion; if omitted, the tool will try to read it from the lead itself. |