CRM

Move opportunity to a stage

Moves an opportunity to another open stage of the same pipeline and records the move.

Action
crm.opportunities.moveStage
PropertyValue
Domaincrm
Group in the editorCRM › Opportunities
Runs asThe owner of the workflow, with their permissions
PermissionEdit access to CRM. Administrators always pass; a module outside the plan blocks everyone.
Add-onCRM
DestructiveNo: the public MCP catalogue does not mark it as destructive
Also available inREST API, MCP (filmo_crm_opportunities_stage_move)

Inputs

opportunityIdstringRequired

toStageIdstringRequired

versionnumberRequired

Limits: min 1

notestring

Limits: advanced

Outputs

opportunityIdstring

stageIdstring

versionnumber