Pipelines and sales
Track and move opportunities
Move deals between stages, update values, and see what is stuck.
What you'll get
- The board read out loud: what is in every stage, what it is worth, and what has not moved in weeks.
- Deals moved, marked won or lost, or re-valued without opening the pipeline view.
- The question nobody asks often enough, answered in one line: what is stuck?
Say this
What is in my pipeline right now, by stage?
Move Dana Miller to Consult Booked.
Which deals have not moved in 14 days?
Mark the Miller deal won at 2400.
The pro prompt
The exact ask we run on real client accounts
Proven liveLook at the [Patient Journey] pipeline in my [Radiance Med Spa] account. Give me: how many deals are in each stage, the total value sitting in each stage, and every deal that has not moved in [14] days with the contact name and how long it has been sitting. Then tell me which three deals you would chase first and why, in one sentence each. Do not move anything. This is a read.
Click the box to select it, then press ⌘C (or Ctrl+C)
Everything in [brackets] is yours to change. Run this Monday morning. It is a five-second read that usually pays for the month.
What happens when you ask
- Claude reads the pipeline and groups every deal by stage.
- It works out what has gone quiet and how long it has been quiet for.
- If you asked it to move something, it confirms the exact deal and stage first, then moves it and reads the result back.
Good to know
- Say the contact's name and Claude finds the deal. You do not need to know a deal ID.
- Won and lost are a different thing from stages. A deal can sit in "Treatment Scheduled" and be marked won. Ask for both when you want the true picture.
- If a deal you expect is missing, it may live on a different pipeline in the same account. Ask "which pipelines exist here" first.
- Needs the full license. The Free plan can read the board but not move deals.
Where people go wrong
| What happened | The fix |
|---|---|
| "It moved the wrong deal." | Two contacts with the same first name. Give the full name or the email, and Claude confirms the match before moving. |
| "The value did not update." | Value and status are separate. Say "mark it won at 2400" to set both in one go. |
| "Nothing shows up in the pipeline." | You are looking at a different pipeline than the deals are on. Ask Claude to list the pipelines in the account. |