stage-transition

Automate sales opportunity stage transitions and validate exit criteria with Bash scripts.

Updated Jun 15, 2026
One-click install
npx skills add https://github.com/keboola/crm-plugin --skill stage-transition
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: stage-transition
Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/stage-transition
Command: npx skills add https://github.com/keboola/crm-plugin --skill stage-transition

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill automates the progression of sales opportunities through defined stages, validating exit criteria and guiding sales reps through necessary steps before advancement.

Core Features & Use Cases

  • Stage Validation: Checks all stage exit criteria and MEDDPICC completeness.
  • Progression Guidance: Directs reps through gaps and required actions before advancing a deal.
  • Use Case: Ideal for sales teams to ensure deals move through the sales funnel efficiently, reducing manual errors and delays.

Quick Start

To move a deal from Discovery to Demo, use the command: /stage-transition move 42 Demo

Frequently Asked Questions about stage-transition

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate sales opportunity stage transitions and validate exit criteria?

Automate sales opportunity stage transitions by using Bash scripts to validate exit criteria and MEDDPICC completeness. This guides sales reps through required actions and gaps before advancing deals through the sales funnel.

What is stage validation for deal progression in a sales funnel?

Stage validation for deal progression checks predefined exit criteria and MEDDPICC completeness. It ensures a sales opportunity meets all readiness requirements before moving to the next stage, reducing manual errors and delays.

How do I move a deal from Discovery to Demo using sales automation?

Move a deal from Discovery to Demo by executing the stage-transition command with the specific opportunity ID and target stage. This triggers the validation of exit criteria before advancing the sales opportunity.

Do I need Bash to validate sales process stage readiness?

Yes, you need Bash and specific API endpoints to validate sales process stage readiness. The automation scripts rely on Bash to execute commands, check criteria, and guide the progression of sales opportunities.

Can I use deal progression automation to check MEDDPICC completeness?

Yes, deal progression automation checks MEDDPICC completeness alongside standard stage exit criteria. It directs sales reps through any missing gaps and required actions before allowing the opportunity to advance.

What is the best way to reduce manual errors during sales stage advancement?

The best way to reduce manual errors during sales stage advancement is to automate the progression with scripts that enforce strict stage validation. This guarantees all exit criteria are met before a deal moves forward.