insites-pipelines
OfficialManage Insites pipelines, stages, and deals.
Authorcombinate-me
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Consolidates and streamlines the management of sales pipelines, stages, and opportunities within Insites, reducing manual coordination across teams.
Core Features & Use Cases
- List, create, update, and delete pipelines to reflect your sales process.
- Manage pipeline stages (e.g., Lead, Qualified, Proposal, Closed) and associate opportunities and contacts.
- Retrieve and modify opportunities and related contacts to track progress and forecasts.
Quick Start
Configure your environment with INSITES_INSTANCE_URL and INSITES_API_KEY, then use the Pipelines API to list, create, update, or delete pipelines, stages, and opportunities.
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: insites-pipelines Download link: https://github.com/combinate-me/Executive-Assistant/archive/main.zip#insites-pipelines Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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