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sk Skill · indranilbanerjee

pipeline-update

Update CRM deals — move stages, change values and close dates, attach notes and activities, create follow-up tasks — with validation against pipeline rules, a before-and-after comparison, and calculated velocity, forecast, and pipeline-health impact. Writes to Salesforce, HubSpot, Zoho, or Pipedrive via the connected CRM MCP only after a mandatory execution gate: an Execution Summary preview plus explicit typed…

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