crm-deals-pipelines

# CRM Deals & Pipelines This skill covers the full sales pipeline lifecycle — pipeline setup, deal management, and stage progression. ## Available Tools | Tool | Description | |------|-------------| | `crm_pipelines_list` | List all sales pipelines | | `crm_pipelines_show` | Get pipeline details | | `crm_pipelines_create` | Create a new pipeline | | `crm_pipelines_update` | Update pipeline settings | | `crm_pipelines_steps_list` | List stages in a pipeline | | `crm_pipelines_steps_create` | Add a stage to a pipeline | | `crm_pipelines_steps_update` | Update a pipeline stage | | `crm_pipelines_steps_delete` | Remove a pipeline stage | | `crm_deals_list` | List deals with filters | | `crm_deals_show` | Get deal details | | `crm_deals_create` | Create a new deal | | `crm_deals_update` | Update deal fields | | `crm_deals_contacts_list` | List contacts linked to a deal | | `crm_deals_comments_create` | Add comment to a deal | | `crm_deals_pipelines_change` | Move deal to a different pipeline/step | ## Pipeline Management ### List Pipelines ``` Tool: crm_pipelines_list Input: {} Returns all pipelines with IDs, names, and configuration. ``` ### Create Pipeline ``` Tool: crm_pipelines_create Input: {"name": "Sales Pipeline", "is_default": true} Returns new pipeline ID. ``` ### Get Pipeline Details ``` Tool: crm_pipelines_show Input: {"id": "<pipeline-id>"} Returns pipeline with all steps/stages. ``` ### Update Pipeline ``` Tool: crm_pipelines_update Input: {"id": "<pipeline-id>", "name": "Enterprise Sales"} ``` ## Pipeline Steps (Stages) ### List Steps ``` Tool: crm_pipelines_steps_list Input: {"pipeline_id": "<pipeline-id>"} Returns ordered list of stages with IDs and names. ``` ### Create Step ``` Tool: crm_pipelines_steps_create Input: {"pipeline_id": "<pipeline-id>", "name": "Qualification", "position": 1} Adds a new stage to the pipeline. ``` ### Update Step ``` Tool: crm_pipelines_steps_update Input: {"id": "<step-id>", "name": "Negotiation", "position": 3} ``` ### Delete Step ``` Tool: crm_pipelines_steps_delete Input: {"id": "<step-id>"} Removes a stage. Deals in this stage should be moved first. ``` ## Deal Management ### List Deals ``` Tool: crm_deals_list Input: {"limit": 50, "offset": 0} Returns deals with name, amount, step, pipeline, and status. Supports filtering and pagination. ``` ### Create Deal ``` Tool: crm_deals_create Input: { "name": "Enterprise License", "pipeline_id": "<pipeline-id>", "step_id": "<step-id>", "amount": 15000, "currency": "USD", "contact_id": "<contact-id>" } Returns new deal ID. ``` ### Get Deal Details ``` Tool: crm_deals_show Input: {"id": "<deal-id>"} Returns full deal record with amount, contacts, custom fields, history. ``` ### Update Deal ``` Tool: crm_deals_update Input: {"id": "<deal-id>", "amount": 18000, "name": "Enterprise License v2"} ``` ### Move Deal Between Pipelines/Steps ``` Tool: crm_deals_pipelines_change Input: {"id": "<deal-id>", "pipeline_id": "<new-pipeline-id>", "step_id": "<new-step-id>"} Moves the deal to a different pipeline or stage. ``` ### List Deal Contacts ``` Tool: crm_deals_contacts_list Input: {"id": "<deal-id>"} Returns all contacts associated with the deal. ``` ### Add Comment to Deal ``` Tool: crm_deals_comments_create Input: {"id": "<deal-id>", "text": "Client approved pricing. Moving to contract."} ``` ## Common Workflows ### Set Up a Complete Sales Pipeline ``` 1. crm_pipelines_create(name="B2B Sales") -> Get pipeline ID 2. crm_pipelines_steps_create(pipeline_id, name="Lead", position=1) 3. crm_pipelines_steps_create(pipeline_id, name="Qualification", position=2) 4. crm_pipelines_steps_create(pipeline_id, name="Proposal", position=3) 5. crm_pipelines_steps_create(pipeline_id, name="Negotiation", position=4) 6. crm_pipelines_steps_create(pipeline_id, name="Closed Won", position=5) ``` ### Create Deal and Progress Through Pipeline ``` 1. crm_pipelines_list() -> Find pipeline 2. crm_pipelines_steps_list(pipeline_id) -> Find first step 3. crm_deals_create(name, pipeline_id, step_id, amount) -> Create deal 4. crm_deals_pipelines_change(deal_id, pipeline_id, next_step_id) -> Advance 5. crm_deals_comments_create(deal_id, text) -> Document progress ``` ### Review Pipeline Health ``` 1. crm_pipelines_list() -> Get all pipelines 2. crm_deals_list() -> List all deals 3. Group deals by step to see funnel distribution ``` ## Best Practices 1. **Create pipelines with clear stages** that mirror your actual sales process 2. **Always specify pipeline and step** when creating deals 3. **Add comments** when moving deals between stages to document reasoning 4. **Link contacts to deals** for relationship tracking 5. **Use amounts and currency** on deals for revenue forecasting 6. **Review pipeline regularly** — move stale deals or close them