Individual skill

pipeline-update

Update CRM pipeline deals with forecast impact, behind a typed approval gate. "move this deal to negotiation"

plugins/indranilbanerjee/digital-marketing-pro/skills/pipeline-update/SKILL.md

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# /digital-marketing-pro:pipeline-update

> **Script location.** If your host does not set `${CLAUDE_PLUGIN_ROOT}`, the scripts are in this plugin's `scripts/` folder, next to `skills/`. Run them with Python 3.10 or newer: `python`, or `python3` where `python` is not found (macOS, many Linux systems).

## 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)

1. Present the full preview — recipients / spend / changes / compliance — as an **Execution Summary** before touching any live system.