What problem does it solve? Sales and marketing teams lose forecast accuracy when CRM deals are updated inconsistently, stages are skipped, or changes go unaudited. This Skill applies validated deal updates to Salesforce, HubSpot, Zoho, or Pipedrive with a mandatory approval gate and a full before-and-after audit trail. ## Core Features & Use Cases - Validated Deal Updates: Move deals between stages, change values and close dates, and attach notes while enforcing pipeline rules that block invalid stage skips and missing mandatory fields. - Pipeline Impact Analysis: Calculate velocity, weighted pipeline value, forecast impact, and pipeline-health metrics for every change, including stalled-deal alerts and bottleneck identification. - Mandatory Execution Gate: Every write requires an Execution Summary preview plus explicit typed approval, logged through approval-manager.py before and after execution. - Use Case: A sales manager says "move the Acme deal to negotiation and raise the value to $80k" — the Skill validates the transition, previews the forecast impact, waits for typed approval, updates the CRM, and logs the full audit record. ## Quick Start Ask the assistant to move a named deal to the negotiation stage and update its value, then review the before-and-after preview and type yes to approve.
