---
title: "Deal Milestone Detection"
section: "Agent store — Sales — Sales Execution"
canonical_url: "https://leverge.ai/agents/sales/sales-execution/deal-milestone-detection"
category: "Sales"
process: "Sales Execution"
trigger: "Triggered by an incoming message"
publisher: "Ailoitte Technologies Private Limited"
---

# Deal Milestone Detection

Read a customer message for anything that actually moves the deal, and get the CRM update it implies drafted — with what is a milestone kept separate from what only sounds like one.

## At a glance

- Business function: Sales
- Process: Sales Execution
- Runs: triggered by an incoming message — Simulated customer message on a live deal
- Run cost: 5 credits
- Uses a knowledge base: no

## What it needs

- **Customer message** (message) — The message as it arrived.
- **Deal state** (form)

## How it works

1. Detecting milestones
2. Writing the CRM note

## What it returns

- **Does this move the deal?** (classification badge)
- **What the message contains** (table of results)
- **Proposed CRM update** (json payload)
- **Note for the record** (written summary)
- **Confirm before updating** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/sales-execution/deal-milestone-detection — Leverge