Change Funnel

Moves the customer between sales/service funnel stages.

Configuration:

Field	Description
Source stages	Which stages the customer can leave from
Target stages	Which stages they can be moved to

When to use:

• Customer shows interest (move to "Qualified")
• Customer closes deal (move to "Sold")
• Customer asks not to be contacted (move to "Not interested")

Usage example:

👤 Customer: I want to close the Pro plan
🤖 AI: Excellent choice! I'll record your decision and a consultant 
       will contact you to finalize.

[System: Customer moved to "Closing" stage]