deals

Community

Orchestrate deal pipelines from lead to close.

AuthorCimminelli1982
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates the management of a deal pipeline, enabling sales operations to review, track, and update deals with consistent data, clear ownership, and auditable progress across stages.

Core Features & Use Cases

  • Consult open deals and monitor stages across the pipeline (Lead, Monitoring, Invested, Passed).
  • Update deal stages, maintain data quality, and manage deal_attachments and linked CRM records (contacts, companies).
  • Analyze pipeline health, perform quality checks, and support weekly reviews with structured outputs and logs.

Quick Start

Review open deals and report the top three by total investment

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: deals
Download link: https://github.com/Cimminelli1982/crm-frontend/archive/main.zip#deals

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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