Instructions

Follow this prompt format:

Create an opportunity for company contact requirements value status close-date probability notes

Keywords (use exactly as shown): Create, opportunity, company, contact, requirements, value, status, close-date, probability, notes

Values:

• company_name: e.g., TechSolutions Inc.
• contact_person: e.g., Sarah Johnson
• requirements: e.g., 150 units of Product X, Additional specifications...
• target_close_value: e.g., 225000
• opportunity_status: New, Negotiation, Proposal Sent, Closed Won, Closed Lost
• expected_close_date: YYYY-MM-DD (e.g., 2025-06-30)
• probability: 10, 25, 50, 75, 90, 100, or empty
• notes_comments: e.g., Initial discussion scheduled, or empty

Examples:

• Create an opportunity for company TechSolutions Inc. contact Sarah Johnson requirements 150 units of Product X, Additional specifications... value 225000 status New close-date 2025-06-30 probability 50 notes Initial discussion scheduled
• Create an opportunity for company GlobalCorp contact Michael Brown requirements Software implementation for 200 users value 150000 status Negotiation close-date 2025-05-15 probability 75 notes Awaiting client feedback
• Create an opportunity for company Innovate Ltd. contact Emily Davis requirements Hardware upgrade, 50 units value 300000 status Proposal Sent close-date 2025-07-10 probability 90 notes Proposal sent on 2025-04-20

Tips for Writing Prompts:

• Use exact keywords as shown above.
• Specify close-date in YYYY-MM-DD format.
• Ensure status and probability match allowed values.
• Include all required fields: company, contact, requirements, value, status, close-date.
• Opportunity ID is auto-generated and not included in the prompt.

Need More Help?

Contact sales support at sales@example.com or refer to the opportunity management guidelines.