add_lead
Add a prospect to the pipeline when they call, text, email, or are identified. Enter contact details and lead type to track through the deal flow.
Instructions
Add a new lead to the KPI DealFlow pipeline. Use this when someone calls in, texts, emails, or is otherwise identified as a prospect.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Email address | ||
| notes | No | Any additional context or notes about the lead | |
| phone | No | Phone number | |
| source | No | How the lead was generated — e.g. "Cold Call", "Zillow", "Door Knock", "Referral" | |
| inbound | No | True if the lead reached out first (inbound), false if you initiated (outbound) | |
| last_name | No | Last name | |
| lead_type | No | Type of lead | Buyer |
| first_name | Yes | First name of the lead (required) | |
| lead_status | No | Temperature/urgency of the lead | Warm |
| funnel_status | No | Where in the funnel the lead sits | Contact |