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Manage deals and opportunities

Use Claude or Codex to review open deals, probability, stage, owner, and next actions before moving into quoting.

Last updated: May 16, 2026

This guide shows how to use Claude or Codex connected to Sanka to manage open deals before quoting. Review amount, probability, stage, owner, and next actions so each deal is ready for the next sales step.
Claude/Codex
Update probabilities from recent activity, move qualified deals to proposal, and hold risky changes for review.
sanka.deals.score → sanka.deals.update → sanka.approvals.requestPipeline updated. 12 deal probabilities changed, 5 moved to proposal, and 3 risky updates are waiting for approval.
Ask anything...
Pipeline Update
Probability Updated12 deals changedBased on recent activity
Stage Advanced5 moved to proposalQualification complete
Review Queued3 risky updates heldHuman approval required

Before you start

Check that you have the following ready.
  • Claude or Codex is connected to Sanka
  • Customers, contacts, and basic deal records are available in Sanka
  • You have permission to review, create, and update deals
  • Your team has rules for stages, probability, and next actions
If you have not connected an AI agent yet, start with Claude setup or Codex setup.

1. Ask AI to review open deals

Open a new chat in Claude or Codex and ask it to review open deals first.
Sample prompt
/sanka Review open deals and list records that are missing amount, probability, stage, owner, or next action. Do not update anything yet.
Claude
Review open deals and list records that are missing amount, probability, stage, owner, or next action. Do not update anything yet.
Reviewing deals in SankaOpen deals have been reviewed. I grouped deals with missing next actions, stale probability, and owner review needs. Nothing has been updated yet.
Ask a follow-up...
Start with a review list before updating records. Check:
  • Deal name, customer, and owner
  • Amount, probability, and expected close date
  • Whether the stage matches the real situation
  • Next action and due date
  • Whether lost reason or competitor context should be captured

2. Find stalled deals

Next, ask the AI to identify deals that have not moved recently.
Sample prompt
/sanka Find deals with no activity for more than 7 days and group follow-up candidates by owner. Let me review them before creating tasks.
After the AI lists candidates, review the owner, customer context, and suggested follow-up. If everything looks correct, create follow-up tasks.

3. Update stage and probability

When deal status changes, update stage and probability. Ask the AI to propose changes before applying them.
Sample prompt
/sanka Based on recent activity history, suggest deals whose stage or probability should be updated. Show the reason for each suggested change.
Review:
  • Whether the stage change has a clear reason
  • Whether probability is too high or too low
  • Whether amount, expected close date, or owner also needs an update
  • Whether large changes should go through review

4. Move ready deals into quoting

When the customer, items, amount, and terms are ready, move into quote creation. See Quote creation and sending for quote drafts and approval checks.

Checkpoints

You can also review AI-created suggestions and updates in the Sanka web app. Logs show who changed what and when.
Search Sanka...
Review changes in the log

Logs

Search logsAll actionsAll dates
ID / ActionDateTarget / ItemChangeActor
3Next actions created2026/05/07 16:20Green Salon Group / DealFollow-up tasks createdClaude connector
2Stalled deals reviewed2026/05/07 16:05Open dealsDeals with no activity for 7+ days were listedClaude connector
1Deal list reviewed2026/05/07 15:50Sales pipelineAmount, probability, and stage reviewedCodex connector

You can also confirm the target records, stages, probabilities, owners, and next actions from the deals table.

Next guides

PreviousImport and manage item and inventory master dataNextCreate and send quotes