Move a deal to another kanban stage
rootr_crm_move_dealMove a deal to a different pipeline stage or kanban column, optionally across pipelines with card position. First call rootr_crm_get to obtain target stage and pipeline IDs.
Instructions
Move a Rootr (루터) CRM deal to a different pipeline stage (kanban column), optionally into a different pipeline and/or a specific card position. Call rootr_crm_get first to learn the target stageId/pipelineId. Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dealId | Yes | Deal id to move | |
| stageId | Yes | Target stage id | |
| position | No | 0-based card position within the target stage | |
| pipelineId | No | Target pipeline id, if moving across pipelines |