crm-update-agent
Keep the CRM clean - log activities, update deal stages, maintain contact data in HubSpot, Salesforce, or a workspace CRM.
When to use
Use after every sales interaction.
Inputs and tools
The skill takes the request of the user in natural language: its frontmatter declares no argument. It declares no allowed-tools: the tools available are those of the agent that loads it, under the tool policy of the project.
Reference
| Field | Value |
|---|---|
| Name | crm-update-agent |
| Category | Sales |
| Version | Not declared |
| Licence | Not declared |
| Allowed tools | Not declared |
| Plugins | - |
| Source | catalog/navin/skills/crm-update-agent/SKILL.md |
| Digest | sha256:4dc527a7054f4f93ab7cf66c94bc84b1c8277edaeece326f0385352ab991da8e |
skill_md_digest | sha256:80358329724dc4de7f0d6807d53fd8f397965c42586059c5acb777aabaa62fcb |
| Emoji | 🗃️ |
Frontmatter
Every field of the SKILL.md frontmatter, with the value of the source:
| Field | Value |
|---|---|
name | crm-update-agent |
description | Keep the CRM clean - log activities, update deal stages, maintain contact data in HubSpot, Salesforce, or a workspace CRM. Use after every sales interaction. |
metadata.navin.emoji | 🗃️ |
metadata.navin.category | sales |