crm-stage-update

What problem does it solve?

Eliminates inconsistent or conflicting pipeline updates when multiple agents touch lead and customer records by enforcing a single authoritative Notion stage update process.

Core Features & Use Cases

• Standardized Pipeline Stage Updates: Ensures every lead/customer stage moves through the correct sequence (Lead → Contacted → Qualified → Proposal → Negotiation → Closed Won → Active Customer → At Risk → Churned).
• Required Field Synchronization: Updates Stage, Last Contact, Next Action (with specific step and date), Assigned To, and conversation-relevant Notes in one coordinated workflow.
• Dual-System Logging for Auditability: Logs the event in Neon events table and prevents mismatch between Notion and Neon so reporting stays reliable.
• Use Case: When a sales agent qualifies a lead and schedules the next call, the record’s stage, next action date, ownership, and notes are updated consistently and immediately for accurate CRM visibility.

Quick Start

Ask the AI to run the crm-stage-update skill to update the Notion CRM Pipeline record for a lead after the latest interaction, including stage, next action (with date), assigned agent, notes, and Neon event logging.