/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.

Input Required

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