pipeline-update
/digital-marketing-pro:pipeline-update
Purpose
Update deal and opportunity records in the CRM pipeline — move deals between stages, update values, add notes, and track pipeline velocity. Provides a clear before-and-after view of every change and calculates the downstream impact on pipeline metrics, giving both marketing and sales teams visibility into deal progression, forecast accuracy, and revenue pacing against targets. Designed for both individual deal updates and batch stage transitions, with built-in validation to prevent invalid stage skips and mandatory field gaps.
Use this command for pipeline changes that affect deal stage, value, or forecast. For creating new deals from leads, use /digital-marketing-pro:lead-import to bring leads into the CRM first, then use this command to manage their pipeline progression.
For bulk pipeline reporting without individual updates, use /digital-marketing-pro:executive-dashboard instead.
Execution gate (MANDATORY — cannot be skipped)
- Present the full preview — recipients / spend / changes / compliance — as an Execution Summary before touching any live system.
- The user must type
yes(or an equivalent explicit approval). ANY other input — ambiguous, implied, partial, or absent approval — cancels the run. - Never proceed on ambiguous input. Never auto-retry a failed execution; a failure needs human review before any re-run.
- Record the approval with
python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action create-approval --data '{"risk_level":"<tier>","summary":"..."}'before executing, thenpython "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action mark-executed --id {approval_id}after the platform confirms success.
Input Required
The user must provide (or will be prompted for):