pipeline-update

What problem does it solve?

CRMs require accurate, timely updates to deal stages, values, and notes to keep forecasts reliable and reporting meaningful. This skill provides a structured, auditable workflow that validates transitions, logs changes, and surfaces forecast impact before changes are committed.

Core Features & Use Cases

• Validate stage transitions against pipeline rules and ensure mandatory fields are populated.
• Update deal attributes (stage, value, close date, probability), attach notes, and create follow-up tasks with proper ownership and due dates.
• Provide an audit trail and forecasting impact previews to support risk assessment and management decisions.
• Use Case: A rep advances a deal from "Proposal" to "Negotiation," the system validates the move, recalculates forecast, logs the activity, and notifies the account owner.

Quick Start

Provide a deal identifier and the list of updates to apply, then invoke the skill to apply changes and view the post-update report.