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Opportunity Tracking Pipeline

Complete opportunity lifecycle management from creation through close with automated stage progression

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: opportunity-management pipeline forecasting deal-management

Workflow Diagram​

Steps​

Step 1: Opportunity creation​

Agent: /create

opp - Initialize opportunity record with required fields

Step 2: Stakeholder mapping​

Agent: sales

automation-specialist - Identify decision makers and influencers

Step 3: Stage progression​

Agent: /update

stage - Track movement through sales stages

Step 4: Probability calculation​

Agent: /calculate

probability - Update close probability based on stage and signals

Step 5: Deal validation​

Agent: deal

desk-agent - Verify pricing, terms, approvals required

Step 6: Forecast integration​

Agent: /forecast

update - Update sales forecast with opportunity data

Step 7: Close activities​

Agent: sales

automation-specialist - Generate contracts, approvals, handoff docs

Usage​

To execute this workflow:

/workflow business/sales/opportunity-tracking-pipeline.workflow

See other workflows in this category for related automation patterns.