epic-10-sales

Community

Sales dashboard for leads, projects, contracts.

Authorwangzeping114
Version1.0.0
Installs0

System Documentation

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.

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: epic-10-sales
Download link: https://github.com/wangzeping114/shareflow/archive/main.zip#epic-10-sales

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