epic-10-sales

Automate lead management, project visibility, and contract initiation workflows.

Updated Apr 26, 2026
One-click install
npx skills add https://github.com/wangzeping114/shareflow --skill epic-10-sales
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: epic-10-sales
Source: https://github.com/wangzeping114/shareflow/tree/main/.claude/skills/epic-10-sales
Command: npx skills add https://github.com/wangzeping114/shareflow --skill epic-10-sales

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Epic 10 provides a unified Sales Desk for leads, projects, contract initiation, and performance analytics, ensuring prerequisites such as Epic 3 completion and streamlined sales workflows.

Core Features & Use Cases

  • Lead management: track and update lead status (New, Contacted, Interested, Converted, Lost) and assign to a sales owner.
  • Contract initiation: initiate contracts and return signing links for investors, enabling quick document signing.
  • Project visibility: view fundraising projects available to the sales team within the portal.
  • Performance analytics: aggregate funnel metrics including total leads, conversions, and contract counts.

Quick Start

Launch Epic 10 sales desk to start managing leads, projects, and contracts from a single dashboard.

Frequently Asked Questions about epic-10-sales

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage B2B sales leads from qualification through conversion in a single dashboard?

You can manage B2B sales leads by tracking and updating lead statuses from New to Converted or Lost, assigning a sales owner, and viewing performance metrics within a unified sales dashboard.

What is the best way to automate contract initiation and return signing links for investors?

Automating contract initiation allows you to generate contracts and return signing links directly, enabling investors to quickly sign documents without leaving the sales portal.

Can I track fundraising projects and aggregate sales funnel metrics for my team?

Yes, you can view fundraising projects available to your sales team and aggregate funnel metrics including total leads, conversions, and contract counts to track performance.

Does the sales pipeline dashboard support role-based access for different sales team members?

The sales pipeline dashboard supports role-based access, ensuring that sales owners and team members interact with specific lead data, project visibility, and performance metrics.

Do I need to complete any prerequisites before setting up the sales workflow automation?

Yes, completing Epic 3 is a prerequisite before launching the sales desk to ensure streamlined workflows for lead management, project visibility, and contract initiation.