epic-10-sales
CommunitySales dashboard for leads, projects, contracts.
Marketing & Sales#sales#dashboard#crm#pipeline#lead-management#contract-automation#investor-conversion
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 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: 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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