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Prospects (vendor pipeline)

Top-of-funnel vendor prospecting — create, update, stats, and lifecycle operations.

Top-of-funnel vendor prospecting — create, update, stats, and lifecycle operations.

Tools (8)#

ToolTypeWhat it does
prospects_listRead-onlySearch for vendor prospects by name, status, vendor type, or interest level.
prospects_getRead-onlyGet full details of a vendor prospect by UUID, including contact info, vendor type, interest level, priority, estimated lifetime value, notes, tags, and status history.
prospects_createCreates dataCreate a new vendor prospect to track a potential partner.
prospects_updateUpdates dataUpdate an existing vendor prospect's information or status.
prospects_statsRead-onlyGet aggregate statistics for vendor prospects: total count, counts by status, counts by vendor type, counts by interest level, average estimated LTV.
prospects_archiveUpdates dataArchive a vendor prospect to hide it from active views without deleting it.
prospects_restoreUpdates dataRestore a previously archived vendor prospect back to active views.
prospects_deleteIrreversiblePermanently delete a vendor prospect.