lark-workflow-crm

You can manage your team's sales pipeline and customer information directly in Feishu by using the Bitable alongside lark-cli to track interactions, update opportunity stages, and view sales funnels.

The best way to track sales opportunities and follow-ups is to automate reminders and update stages within a centralized CRM, allowing your team to calculate win probabilities and identify missed opportunities efficiently.

Yes, you need lark-cli installed with appropriate scopes for CRM operations to execute the scripts that set up your CRM system and generate sales reporting on Feishu Bitable.

Yes, you can generate sales reports and analyze customer data using Feishu Bitable, allowing you to view performance metrics and gain insights into customer interactions and overall sales performance.

To create a new CRM system for opportunity tracking and customer management, simply initiate the setup by saying "Create CRM" or "Set up sales management" to generate the required structures.

The primary limitation for sales management and reporting is that lark-cli requires specific, appropriate scopes for CRM operations, meaning the Skill cannot execute CRM tasks without these exact permissions configured.