Manage discount request and approval workflows in CRM systems.
npx skills add https://github.com/keboola/crm-plugin --skill discount-approval
Please help me install this Agent Skill. Skill: discount-approval Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/discount-approval Command: npx skills add https://github.com/keboola/crm-plugin --skill discount-approval
This Skill simplifies the process of managing discount requests and approvals, allowing users to submit, review, and process discounts efficiently.
To request a discount, use the command: request discount <opportunity_id> <percent> <justification>
High-intent search queries and answers about installing and using this skill.
Automating discount approval workflows involves submitting requests with justification, routing them for review, and applying approval or rejection decisions. This Skill manages that lifecycle directly within CRM systems using configured thresholds.
Discount threshold configuration defines the percentage limits that trigger approval tiers for specific opportunities. This Skill applies these configured thresholds to standardize the request review and decision-making process.
To submit a discount request, you provide the opportunity identifier, the requested discount percentage, and a business justification. The Skill captures these inputs to initiate the formal review workflow.
Yes, CRM API access is required to manage pending discount requests. This dependency allows the Skill to query active opportunities, retrieve pending approvals, and update decision statuses directly within the CRM database.
You can approve or reject discount requests while appending contextual notes. The Skill records these decisions and reviewer notes directly against the opportunity record to maintain an audit trail.
Handling discount management effectively requires structured submission, threshold-based routing, and tracked decisions. This Skill streamlines that workflow automation by centralizing requests and approvals within the CRM.
t0ddc3byFlag out-of-policy discounts and route approval tiers without autonomous approval.
Ryko1141Track deal progression and forecast recurring revenue across SaaS and IB referral pipelines.
alivecontextGroup pending stash items by destination walnut for approval routing.
William2333ZZDisable direct model invocation for deterministic skill execution.
