Connectors

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Capsule CRM

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Move a Capsule CRM opportunity to another milestone
Write

Move Capsule CRM deals between milestones the right way

For sales reps who want to move a deal to a new stage, with a real lost reason when it is lost, by asking their AI assistant.

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Move a Capsule CRM opportunity to another milestone
Move the Fabrikam pilot deal in Capsule CRM to Lost; they went with a cheaper option.
Fabrikam pilot is at Proposal and will move to Lost. - Probability: 50 to 0 percent - Lost reason: Price, from your list - Note: Went with a cheaper option - Nothing else on the deal will change Shall I move it?
Capsule CRM
Sample figures. Your results come from your own account.
capsule-crm-get-opportunity
capsule-crm-get-milestone
capsule-crm-get-lost-reason
capsule-crm-update-opportunity
capsule-crm-add-note

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Capsule CRM

Capsule CRM
Run it on your own Capsule CRM data.

Connect Capsule CRM, pick your AI tool and paste the prompt.

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The problem

Deals move stage without a reason recorded

Moving a Capsule CRM deal sounds simple, but a lost deal needs a lost reason, probability shifts with the stage, and the context often goes unrecorded. Pick the wrong deal from two similar names and the pipeline is wrong for everyone.

Without PopdockAI

  • Find the deal among similar names
  • Change the milestone and hope probability follows
  • Skip the lost reason under time pressure
  • Move the wrong deal by mistake

With PopdockAI

  • The deal is found and checked as open
  • Lost moves need a real lost reason from the list
  • Old and new milestone and probability are shown first
  • Only the milestone changes, then it is read back

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Move the opportunity `{opportunity-name}` to the milestone `{milestone-name}`, recording the lost reason `{lost-reason}` if it is being lost, and add `{note}` to its history if given.

**Step 1: Find the opportunity**

Call `capsule-crm-get-opportunity` with name.contains = {opportunity-name}. If more than one matches, list name, party, owner, milestone and value, and stop and ask which one. Keep the opportunity-id and current milestone-name. If closed-on-date is already set, tell the user the deal is already closed and ask whether to reopen it.

**Step 2: Find the milestone**

Call `capsule-crm-get-milestone` with name = {milestone-name}; if nothing matches, call it with no filter and list the available milestones, then stop. Keep the milestone-id, probability and complete flag. If the target is the milestone the deal is already at, say so and stop.

**Step 3: Lost reason (only for a lost milestone)**

When the target milestone is complete with probability 0, a lost reason is needed. Call `capsule-crm-get-lost-reason` with name.contains = {lost-reason}. If {lost-reason} is blank or matches nothing or several, list all lost reasons and ask the user to pick one. Keep the lost-reason-id.

**Step 4: Confirm**

Show: opportunity, party, current milestone, new milestone, the new probability the milestone implies, the lost reason if any, and the note if any. Wait for an explicit yes.

**Step 5: Write**

1. Call `capsule-crm-update-opportunity` once, with id, milestone-id, and lost-reason-id only when losing. Pass no other fields.
2. If {note} is given, call `capsule-crm-add-note` once, with opportunity-id and content = {note}.

**Step 6: Verify**

Call `capsule-crm-get-opportunity` with opportunity-id and confirm milestone-name now matches, and for a lost deal that lost-reason-name is set. Report the before and after.

**Rules & Guidelines:**

* The only write tools this prompt may call are `capsule-crm-update-opportunity` and `capsule-crm-add-note`, each at most once, after confirmation.
* Do not change the value, owner, probability, name or expected close date, even if they look wrong; mention them instead.
* Do not create a project for a won deal; the user can run the start-project-from-won-deal prompt.

**Validation:**

* If the update fails, report the error and do not add the note.

Who it's for

One answer, three teams that use it

Account executives

Update deals after a call

Move a deal forward or mark it lost with a reason, in one message.

Move the Contoso analytics rollout deal to Negotiation in Capsule CRM.

Sales managers

Get a reason for every loss

Lost deals always carry a real lost reason for win-loss reviews.

Mark the Northwind warehouse pilot as Lost in Capsule CRM, they lost budget.

Sales operations

Keep stage data clean

Avoid moving the wrong deal or closed deals by mistake.

Move the Fabrikam support renewal deal to Won, and add a note that procurement signed today.

How it works

What PopdockAI does when you ask

You name the deal and the milestone, and your AI assistant checks it in Capsule CRM. Nothing changes until you have seen the before and after and said yes.

01

Ask

You name the deal, the milestone and an optional lost reason or note.

Your AI tool

02

Find

It finds the deal and checks it is open and not already there.

capsule-crm-get-opportunity
capsule-crm-get-milestone
capsule-crm-get-lost-reason

03

Confirm

You see old and new milestone and probability, then say yes.

No items found.

04

Update

It changes only the milestone and reads the deal back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.

get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.
get-data

capsule-crm-get-milestone

Returns the Capsule CRM sales pipeline milestones with probability, days until stale and whether each is a closing milestone. Filter by name or closing flag.
get-data

capsule-crm-get-lost-reason

Returns the reasons a Capsule CRM opportunity can be marked lost. Filter by name. Use it to find the id an update to Lost needs.
run-action

capsule-crm-update-opportunity

Updates a Capsule CRM opportunity by id: move it to another milestone (including Won or Lost with a lost reason), or change its value, probability, close date, owner, name or description.
run-action

capsule-crm-add-note

Adds a note to the history of a Capsule CRM person or organization, opportunity or project.
Read only.Nothing in Capsule CRM Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Deals at the right stage, losses explained

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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See Documentation