Crm Deals Pipelines

CRM Deals & Pipelines

This skill covers the full sales pipeline lifecycle — pipeline setup, deal management, and stage progression.

Available Tools

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