crm-sales
CommunityManage and automate your CRM sales operations efficiently.
AuthorPartners-in-Biz
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill addresses the complex task of managing and automating CRM sales operations, streamlining the sales lifecycle from lead generation to deal closure.
Core Features & Use Cases
- CRM Operations: Handle companies, contacts, leads, deals, and more within the Partners in Biz platform.
- Automated Tasks: Execute scripts for deterministic tasks, manage form submissions, and generate AI contact briefs.
- Use Case: Use this Skill to automatically add a new contact, import leads, and manage the entire sales pipeline from one central point.
Quick Start
Activate the crm-sales skill and provide commands like "add a new contact" or "import leads from CSV file".
Dependency Matrix
Required Modules
AI_API_KEY
Components
scriptsreferencesassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: crm-sales Download link: https://github.com/Partners-in-Biz/partnersinbiz-web/archive/main.zip#crm-sales Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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