Update RD Station CRM Deal
rdcrm_update_dealUpdate a deal by changing its stage, owner, name, rating, expected close date, or pausing/resuming it. Use natural language to modify deals without marking them won or lost.
Instructions
Update a deal: move it to another stage (by ID or name), change owner, rename, set rating, expected close date, or pause/resume (hold).
Use when: "move the Acme deal to Negotiation", "assign this deal to Maria". Don't use when: marking a deal won or lost (use rdcrm_close_deal).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| hold | No | true pauses the deal, false resumes it | |
| name | No | New deal name | |
| user | No | New owner by email or name | |
| rating | No | New rating, 1 to 5 | |
| deal_id | Yes | Deal ID to update | |
| user_id | No | New owner user ID | |
| stage_id | No | Move the deal to this stage ID | |
| stage_name | No | Move the deal to this stage name (alternative to stage_id) | |
| pipeline_name | No | Pipeline name, to disambiguate stage_name | |
| prediction_date | No | New expected close date (YYYY-MM-DD) |