update-deal

What problem does it solve?

Manually updating deal records in Carta CRM is time-consuming and prone to errors, especially when you need to resolve deal IDs, validate stage or custom field values, and avoid accidentally overwriting unmodified deal data.

Core Features & Use Cases

• Partial Safe Updates: Only modifies the fields you explicitly specify, leaving all other deal data untouched to prevent accidental changes.
• Flexible Deal Lookup: Accepts either a direct deal ID or a company name, automatically searching for matching deals if no ID is provided.
• Full Field Support: Updates standard fields (stage, tags, deal lead, linked contacts) and custom CRM fields with built-in validation for stage IDs and field values.
• Use Case: If you need to update the stage and add a tag to 10 deals from your latest SaaStr conference, this skill handles lookup and partial updates without altering other deal details.

Quick Start

Use the update-deal skill to move the Acme Corp deal to the Qualified stage and add the "series-a" tag.