sales-pipeline-setup

name	sales-pipeline-setup
description	Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.

Sales Pipeline Setup

Guide the user through:

1. Pipeline Name — ask what this pipeline is for (e.g., "Inbound Sales", "Partner Onboarding", "Enterprise Deals")
2. Stages — ask the user to describe their sales process steps. Suggest common ones as starting points:
   • New Lead -> Qualified -> Proposal Sent -> Negotiation -> Won / Lost
   • Application -> Review -> Trial -> Approved / Rejected Help them define stage_probability (win %) and stage_status (OPEN/WON/LOST) for each.
3. Create pipeline and stages using erp_table_crud
4. Deal creation rules — ask when deals should be created:
   • Automatically when a new contact arrives? (automation on crm_contact insert/update)
   • When a communication/activity is sent?
   • When a contact reaches a certain BANT score? Suggest automations accordingly.
5. Deal movement rules — ask what should trigger moving a deal between stages:
   • When a contact replies (inbound activity)?
   • When a meeting is scheduled?
   • When a proposal is sent?
   • After N days without activity (follow-up)? Set up move_deal_stage automations based on their answers.

Check existing pipelines and stages first, then ask whether to modify one or create a new one.