Move an existing deal to a different stage or update its win/loss status.
“Move deal deal_789abc to the Closed-Won stage.”
Say this directly in your AI chat. The assistant will detect the intent, map the parameters, and invoke update_deal_stage.
| Parameter | Type | Requirement | Description |
|---|---|---|---|
| deal_id | string | required | Internal deal UUID |
| stage_id | string | required | New stage UUID |
| status | string | optional | Optional status: open, won, lost |
This action modifies CRM data or sends WhatsApp communications. Compliant AI clients (Claude Desktop, Cursor, ChatGPT) will ask for your confirmation before executing this call.