Opportunity Stage JSON

Anthropic Cookbook

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Overview

Infer a CRM opportunity stage, blockers, timing, competitors, and next step from deal notes in JSON.

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Prompt
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From the deal notes, infer CRM opportunity fields. Return ONLY valid JSON:

{
  "stage": "prospecting|qualification|discovery|proposal|negotiation|closed_won|closed_lost",
  "amount_est": null,
  "currency": "USD",
  "close_date_est": "YYYY-MM-DD or null",
  "competitors_mentioned": ["string"],
  "blockers": ["string"],
  "next_step": "string",
  "owner_hint": "string|null"
}

Do not invent amounts or dates not supported by the notes.

DEAL NOTES:
<<<paste>>>

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