move_deal_stage
Move a deal to any stage in the pipeline to track its progress, from new to closed, and update its current status.
Instructions
Move one deal to a different pipeline stage — the equivalent of dragging its card on the board.
This is the tool for pipeline progression; update_deal is for value and notes. Moving to 'closed' or 'lost' resolves the deal and removes it from open pipeline revenue, which changes reported figures — only do it when the user says the outcome is settled.
Safe to repeat: moving a deal to the stage it is already in changes nothing. Stages are not ordered by this call, so it can move a deal backwards as easily as forwards. Requires an API key.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dealId | Yes | Deal UUID | |
| newStage | Yes | Target stage |