change-deal-stage
CommunityUpdate deal stages in your pipeline automatically.
AuthorCimminelli1982
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Automates the process of updating deal stages in sales pipelines, reducing manual updates and ensuring consistent progress tracking across systems.
Core Features & Use Cases
- Parse context: extracts Deal ID, Deal Name, and Contact ID from user input or context.
- Info retrieval & validation: fetches current deal data and validates the requested stage against the allowed list.
- Stage update & verification: updates the deal stage via PATCH and confirms the change with a follow-up GET.
- Ambiguity handling: if no Deal ID is provided, can search by deal name or prompt for selection.
- Audit-ready output: returns a concise confirmation message suitable for logs and user feedback.
Quick Start
Provide a deal ID and the target stage to update its pipeline status.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: change-deal-stage Download link: https://github.com/Cimminelli1982/crm-frontend/archive/main.zip#change-deal-stage Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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