sales-crm

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Update CRM records, pipeline stages, and follow-ups.

SampleBias By SampleBias schedule Updated 3/19/2026
play_arrow Run Skill in Manus View GitHub

name: sales-crm description: Update CRM records, pipeline stages, and follow-ups. triggers: - CRM - pipeline - sales - update record - follow-up

Sales CRM

When to use

  • User wants to update CRM
  • Move deal through pipeline
  • Schedule follow-ups

Steps

  1. Identify record and action
  2. Use CRM API if available
  3. Confirm update

Output format

  • Confirm what was updated
  • New pipeline stage if changed
  • Next follow-up date
Install via CLI
npx skills add https://github.com/SampleBias/Open_Clanker --skill sales-crm
Repository Details
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navigation Branch main
article Path SKILL.md
Occupations
First Line Supervisors Of Non Retail Sales Workers
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