AI agents for Teamleader Focus

Find contacts

Finds contacts (people) by search term (name, email, phone), exact primary email, company, tags or status.

Find companies

Finds companies by search term, primary email, VAT number or tags.

Find deals

Finds deals by search term, customer (contact or company), phase, status (open, won, lost), responsible user or expected closing dates.

List deal phases

Lists the phases a deal goes through, in order, with each phase's id, name and win probability, optionally for one pipeline.

Add a contact

Adds a contact (person) with a name, email, phone, website, language, tags and remarks.

Add a company

Adds a company with a name, VAT number, email, phone, website, tags and remarks.

Create a deal

Creates a deal for a customer (a contact or a company, with an optional contact person at the company), with a title, value, expected closing date and probability, in a phase (see list_phases).

Move a deal to a phase

Moves a deal to another phase of its pipeline (phase IDs from list_phases).

Mark a deal won or lost

Marks a deal as won, or as lost with an optional lost-reason ID and a note on why.

Add a note

Adds a note to a contact, company, deal, quotation or invoice, like a call summary.