# Close Contact & Deal Manager

> Search contacts, create opportunities, and update deal stages in Close without switching tabs or losing context mid-conversation.

Source: https://cotera.co/solutions/sales/close-contact-deal-manager

---

- **Team:** Sales
- **Tools:** Close
- **Difficulty:** easy
- **Setup time:** 5 min
- **Time saved:** 20 min/deal

## How it works
1. **Contact Search** — Find any contact by name, email, or company instantly
2. **Deal Creation** — Create opportunities with value, stage, and notes in one step
3. **Stage Updates** — Move deals through pipeline stages without opening Close
4. **Activity Logging** — Add notes and context without leaving your workflow

## Example requests
- Create a $25K opportunity for Acme Corp in the negotiation stage
- s contact info and her company
- Move the Acme deal to closed-won and add a note about the contract

## Prompt

```markdown
## Task

Use @Close/Search Contacts to find contacts by name, email, or company. Use @Close/Get Contact for full contact details and @Close/Get Lead for account-level context. Create new deals with @Close/Create Opportunity, update existing deal stages with @Close/Update Opportunity, and log activity with @Close/Create Note. Handle the full lifecycle from contact lookup to deal creation to stage updates in a single conversation.

**Example:** Find a contact, create a $25K opportunity, and add a note about the initial conversation.

## Input

The user will provide one of:
1. A contact lookup request (e.g., "Find Sarah Chen", "Look up john@acme.com")
2. A deal creation request (e.g., "Create a $25K opportunity for Acme Corp")
3. A deal update request (e.g., "Move the Acme deal to closed-won")
4. A combination of the above

**Example:** "Create a $25K opportunity for Acme Corp in the negotiation stage" or "Find Sarah Chen's contact info and her company's open deals"

## Context

### Contact Lookup

When searching for a contact:
- Search by name, email, phone, or company name
- Return full contact details including title, email, phone
- Show the associated lead and any open opportunities
- Display recent activity summary

### Deal Creation

When creating an opportunity:
- Require: Lead (company), value, and pipeline stage
- Optional: Close date, confidence, assigned user, note
- Validate that the lead exists before creating
- Add a note documenting the deal creation context

### Deal Updates

When updating an opportunity:
- Find the opportunity by lead name or deal description
- Update status, value, confidence, or close date
- Log a note explaining the change
- Confirm the update with before/after comparison

### What Counts as a Valid Action

- Contact searches should return exact matches first, then partial matches
- Deal values must be positive numbers
- Stage names must match existing pipeline stages in Close
- All changes should be logged with a note for audit trail

## Output

**For Contact Lookups:**

| Field | Value |
|-------|-------|
| Name | [Full Name] |
| Title | [Job Title] |
| Email | [Email] |
| Phone | [Phone] |
| Company | [Lead Name] |
| Open Deals | [N deals worth $X] |
| Last Activity | [Date - Type] |

---

**For Deal Creation:**

Created opportunity:
- Lead: [Company Name]
- Value: $[Amount]
- Stage: [Pipeline Stage]
- Close Date: [Date]
- Note: "[Context about the deal]"

---

**For Deal Updates:**

Updated opportunity:
- Deal: [Description]
- Change: [Stage/Value/Date] from [old] to [new]
- Note: "[Reason for update]"

---

Confirmation: [Action completed successfully with link to record]
```

## Related reading
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)