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Engagements (vendor pipeline)

Track vendor engagements and interactions — create, update, stats, and lifecycle operations.

Track vendor engagements and interactions — create, update, stats, and lifecycle operations.

Tools (8)#

ToolTypeWhat it does
engagements_listRead-onlySearch for vendor engagements by title, status, vendor type, or engagement type.
engagements_getRead-onlyGet full details of a vendor engagement by UUID, including contact info, vendor type, engagement type, schedule, location, meeting URL, notes, tags, and linked prospect.
engagements_createCreates dataCreate a new vendor engagement to track a meeting, call, or event with a vendor.
engagements_updateUpdates dataUpdate an existing vendor engagement's information or status.
engagements_statsRead-onlyGet aggregate statistics for vendor engagements: total count, counts by status, counts by vendor type, counts by engagement type, upcoming engagements count.
engagements_archiveUpdates dataArchive a vendor engagement to hide it from active views without deleting it.
engagements_restoreUpdates dataRestore a previously archived vendor engagement back to active views.
engagements_deleteIrreversiblePermanently delete a vendor engagement.