Create Opportunity
create_opportunityCreate a new sales pipeline opportunity with deal name, value, stage, and contact details. Set notes, source, and next action to track the deal.
Instructions
Create a new sales pipeline opportunity/deal.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Deal/opportunity name | |
| notes | No | Initial notes | |
| value | No | Estimated deal value | |
| source | No | Lead source (e.g., referral, website, linkedin) | |
| stage_id | No | Pipeline stage ID (get from list_opportunities) | |
| contact_id | No | Contact ID for the prospect | |
| next_action | No | Next planned action | |
| next_action_at | No | When the next action is due (YYYY-MM-DD) |