/dm: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 /dm: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 /dm:executive-dashboard instead.

Input Required

The user must provide (or will be prompted for):

• Deal identifier: How to locate the deal — deal name, associated contact email, company name, or CRM record ID. If ambiguous, the system will present matching candidates for selection.
• Updates to apply: One or more changes — stage change (e.g., "Proposal Sent" to "Negotiation"), deal value update (increase, decrease, or split), close date adjustment, probability override, loss reason (if moving to closed-lost), or custom field modification
• Notes or context: Reason for the update, meeting summary, objection details, competitor intelligence, next steps, or any qualitative context to attach to the deal record as a timestamped note
• Pipeline name (if multiple): Which pipeline the deal belongs to — relevant for businesses with separate pipelines for new business, renewals, upsells, partnerships, or different product lines
• CRM platform: Salesforce, HubSpot, Zoho, or Pipedrive — and the specific pipeline/opportunity object if the platform supports multiple pipeline types
• Activity association (optional): Whether to log the update as a specific activity type — call, meeting, email, task, demo, or custom activity — with timestamp, duration, and participants