Move GHL Opportunity

Moves an existing opportunity to a different pipeline stage. For example, advancing a lead from New Lead to Booked.

The agent passes the person's name, phone, and email so the contact and opportunity can be found. It won't call this tool until it has that info. No webhook or endpoint setup needed.

  1. Add a function. Select Move GHL Opportunity

  2. Name and Description are filled in automatically

  3. Choose the destination Pipeline

  4. Choose the destination Stage

  5. Save


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