create_follow_up
Schedule a follow-up activity (task, call, email, or meeting) linked to a deal with automatic backup for safe pipeline management.
Instructions
Create a follow-up (task/call/email) linked to a deal. Auto-backed up.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| deal_id | Yes | ||
| subject | Yes | ||
| due_date | Yes | ||
| activity_type | No | task | |
| note | No |