/opportunities

name: "SalesBuildr Opportunities"
description: >
  Salesbuildr opportunities: pipeline search, opportunity creation, stage
  updates, and deal values, plus how opportunities link companies and
  contacts to potential revenue.
when_to_use: >-
  When managing the Salesbuildr sales pipeline. Use when: salesbuildr
  opportunity, salesbuildr opportunities, salesbuildr pipeline, salesbuildr
  deal, sales pipeline, create opportunity salesbuildr, or opportunity
  stage.

Salesbuildr Opportunities

Overview

Opportunities represent potential deals in the sales pipeline. Each opportunity is linked to a company and optionally a contact, with a value, stage, and expected close date.

Anti-triggers

• **The priced breakdown behind the opportunity** — an opportunity carries a

single value, not line items; use `salesbuildr-quotes`.

• **HubSpot deals** — the same pipeline concept in a different CRM; use

`hubspot-deals`.

Search Opportunities

GET /opportunities?search=<term>&company_id=<id>&status=<status>&from=0&size=25

Parameters:

• `search` - Search by opportunity name
• `company_id` - Filter by company
• `status` - Filter by status
• `from` - Pagination offset
• `size` - Results per page

Get Opportunity by ID

GET /opportunities/{id}

Create Opportunity

POST /opportunities

{
  "name": "Q1 Infrastructure Refresh",
  "company_id": 12345,
  "contact_id": 67890,
  "value": 25000,
  "stage": "proposal",
  "expected_close_date": "2026-03-31"
}

Required fields: `name`, `company_id`

Update Opportunity

PATCH /opportunities/{id}

{
  "stage": "negotiation",
  "value": 28000
}

Common Workflows

Create Pipeline Entry

1. Find company: `GET /companies?search=customer name` 2. Find contact: `GET /contacts?company_id=12345` 3. Create opportunity: `POST /opportunities`

Update Deal Stage

1. Find opportunity: `GET /opportunities?search=deal name` 2. Update stage: `PATCH /opportunities/{id}`