Use this skill when managing sales opportunities in Salesbuildr - searching the pipeline, creating new opportunities, updating stages, and tracking deal values. Opportunities link companies and contacts to potential revenue.
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.
GET /opportunities?search=<term>&company_id=<id>&status=<status>&from=0&size=25
Parameters:
search - Search by opportunity namecompany_id - Filter by companystatus - Filter by statusfrom - Pagination offsetsize - Results per pageGET /opportunities/{id}
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
PATCH /opportunities/{id}
{
"stage": "negotiation",
"value": 28000
}
GET /companies?search=customer nameGET /contacts?company_id=12345POST /opportunitiesGET /opportunities?search=deal namePATCH /opportunities/{id}