Create and move a deal with PromptLab MCP

Open a new deal or move an existing one to the next stage by asking.

Updated October 1, 2026

What it does

Creates a lead or opportunity on the right account and keeps its stage current as the conversation moves.

Example prompt

“Sherwin-Williams agreed to trial NovaMatte NM-12. Move the deal to the next stage and note the trial.”

Open in ClaudeOpen in ChatGPT

What happens

The assistant looks up the deals on the account, picks the matching one (or asks which one if there are several), updates its stage and adds a note about the trial.

Tools used

  • search_leads_by_company
  • create_lead→update_lead
  • create_note

Related articles

Did this answer your question?