86 lines
2.8 KiB
QBasic
86 lines
2.8 KiB
QBasic
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PARAM dealname AS STRING LIKE "Acme Corp Enterprise License" DESCRIPTION "Name of the deal or opportunity"
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PARAM companyname AS STRING LIKE "Acme Corporation" DESCRIPTION "Company or account name"
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PARAM contactemail AS STRING LIKE "john@acme.com" DESCRIPTION "Primary contact email"
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PARAM dealvalue AS NUMBER LIKE 50000 DESCRIPTION "Estimated deal value in dollars"
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PARAM stage AS STRING LIKE "Lead" DESCRIPTION "Initial stage: Lead, Qualified, Proposal, Negotiation"
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PARAM closedate AS STRING LIKE "2025-03-30" DESCRIPTION "Expected close date"
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PARAM notes AS STRING LIKE "Met at trade show" DESCRIPTION "Optional notes about the deal"
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DESCRIPTION "Creates a new sales deal in the pipeline. Collects deal information and saves to the deals database."
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' Validate required fields
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IF dealname = "" THEN
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TALK "What is the name of this deal?"
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HEAR dealname AS STRING
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END IF
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IF companyname = "" THEN
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TALK "What company is this deal with?"
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HEAR companyname AS STRING
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END IF
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IF contactemail = "" THEN
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TALK "What is the primary contact's email?"
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HEAR contactemail AS EMAIL
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END IF
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IF dealvalue = 0 THEN
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TALK "What is the estimated deal value?"
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HEAR dealvalue AS NUMBER
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END IF
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' Set defaults for optional fields
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IF stage = "" THEN
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stage = "Lead"
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END IF
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IF closedate = "" THEN
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closedate = FORMAT DATEADD(TODAY(), 30, "day") AS "YYYY-MM-DD"
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END IF
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' Generate deal ID
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let dealid = "DEAL-" + FORMAT NOW() AS "YYYYMMDD" + "-" + FORMAT RANDOM(1000, 9999)
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' Set timestamps and owner
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let createdat = FORMAT NOW() AS "YYYY-MM-DD HH:mm:ss"
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let ownerid = GET "session.user_id"
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let owneremail = GET "session.user_email"
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let probability = 10
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' Set probability based on stage
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IF stage = "Qualified" THEN
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probability = 25
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ELSE IF stage = "Proposal" THEN
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probability = 50
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ELSE IF stage = "Negotiation" THEN
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probability = 75
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END IF
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' Calculate weighted value
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let weightedvalue = dealvalue * probability / 100
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' Save the deal
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SAVE "deals.csv", dealid, dealname, companyname, contactemail, dealvalue, stage, closedate, probability, weightedvalue, notes, ownerid, owneremail, createdat
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' Store in bot memory
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SET BOT MEMORY "last_deal", dealid
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' Log activity
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let activity = "Deal created: " + dealname
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SAVE "deal_activities.csv", dealid, activity, owneremail, createdat
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' Respond to user
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TALK "✅ **Deal Created Successfully!**"
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TALK ""
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TALK "**Deal Details:**"
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TALK "📋 **ID:** " + dealid
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TALK "💼 **Name:** " + dealname
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TALK "🏢 **Company:** " + companyname
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TALK "📧 **Contact:** " + contactemail
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TALK "💰 **Value:** $" + FORMAT dealvalue AS "#,##0"
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TALK "📊 **Stage:** " + stage + " (" + probability + "% probability)"
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TALK "📅 **Expected Close:** " + closedate
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TALK "💵 **Weighted Value:** $" + FORMAT weightedvalue AS "#,##0"
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TALK ""
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TALK "📝 You can update this deal anytime by saying **update deal " + dealid + "**"
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