Reporting
Answer how the book and the pipeline are doing. 3 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| get_sales_dashboard | Pull the sales dashboard numbers. | Read only. Nothing in AgencyZoom changes. |
| get_pipeline_lead_count | Count leads by pipeline and stage. | Read only. Nothing in AgencyZoom changes. |
| get_recycle_events | See leads recycled back into the pipeline. | Read only. Nothing in AgencyZoom changes. |
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