stage-transition
OfficialAutomate 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 requiredComponents
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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