stage-transition

Official

Automate sales opportunity stage transitions and validation.

Authorkeboola
Version1.0.0
Installs0

System Documentation

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

Dependency Matrix

Required Modules

None required

Components

scripts

💻 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: stage-transition
Download link: https://github.com/keboola/crm-plugin/archive/main.zip#stage-transition

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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