deals
CommunityOrchestrate 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 requiredComponents
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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