Deal Lifecycle

What problem does it solve? Business development teams need to act on deal records in Buildr — creating opportunities, moving stages, marking deals won or lost — without manually navigating the CRM or risking invalid writes like invented stage names or wrongly typed values. ## Core Features & Use Cases - Deal Creation: Resolves or creates the associated company first, then creates the deal with correctly typed value, stage, and company_id parameters. - Stage Transitions: Looks up the real pipeline stage list before calling deals.move_stage so only valid stage names are used. - Win/Loss Closeout: Marks deals won with optional won_value or lost with a captured reason, with mandatory user confirmation before these terminal writes. - Field Updates: Updates value, owner, or probability with schema-correct types (value as string, probability as integer 0-100). - Use Case: A user says "we won the Marina Vista deal at 158M" — the skill resolves the deal, confirms the final number, calls deals.win with won_value, and offers to spin up the project record. ## Quick Start Ask the assistant to create a new deal in Buildr for a named company with a value and stage, or to mark an existing deal won or lost.