Pull deal and account state changedclaude-tag/users/use-cases/pull-deal-state
Nearest release: v2.1.187, published under an hour after upstream edited the page. Shown because the two are within 24 hours of each other. Nothing here says the release caused the edit.
Upstream edited this page at 23 Jun 2026 17:24 UTC, give or take a minute or two: the time comes from Anthropic’s own sitemap rather than from a commit. This site recorded the change at 20 Oct 2026 18:07 UTC.
Upstream edited
Recorded here
Lines+9added
Lines−11removed
From line
2
where the diff opens
First seen
14 Aug 2026
this site's first read of the page
Recorded edits3to this page, all time
The whole hunk
from line 2, old and new numbered
/
from line 2
22
33> Claude Tag pulls account and deal state into the Slack channel. See in-thread account answers, pre-call briefs, and a scheduled weekly pipeline digest.
44
5export const BetaNote = () => <Info>Claude Tag is in public beta. Features and behavior described here may change before general availability.</Info>;
5> [!NOTE]
6>
7> Claude Tag is in public beta. Features and behavior described here may change before general availability.
68
7<BetaNote />
8
99## How deal-state prompts work
1010
1111This page is for sales and customer-success teams. A deal (also called an opportunity) is a sales prospect tracked in a CRM like Salesforce or HubSpot; an account is a customer record. These prompts pull that state into the Slack channel where the team discusses it.
from line 60
6060
6161## Related resources
6262
63<CardGroup cols={2}>
64 <Card title="Answer data questions" href="/docs/claude-tag/users/use-cases/answer-data-questions" horizontal arrow>
65 When the question is metrics, not accounts
66 </Card>
63> **[Answer data questions](/docs/claude-tag/users/use-cases/answer-data-questions)**
64>
65> When the question is metrics, not accounts
6766
68 <Card title="Set up routines" href="/docs/claude-tag/users/proactivity" horizontal arrow>
69 Scheduled digests
70 </Card>
71</CardGroup>
67> **[Set up routines](/docs/claude-tag/users/proactivity)**
68>
69> Scheduled digests
7270
No line in this hunk matches that.