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list-related-deals

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Surface all deals tied to a contact at a glance.

Marketing & Sales#formatting#sales#crm#opportunities#contacts#deals
AuthorCimminelli1982
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Quickly surface all deals associated with a specific contact in the CRM, reducing manual lookups and scattered information.

Core Features & Use Cases

  • Parse the current contact context and fetch related deals from the deals_contacts table.
  • Format and display key fields such as opportunity, stage, category, amount, and linked contacts.
  • Handle edge cases like no deals found with clear, actionable messaging.
  • Use cases: sales reps can quickly assess a contact's deal flow and prioritize follow-ups.

Quick Start

Ask your AI to list all deals linked to a specified contact and present each with opportunity, stage, category, amount, and linked contacts.

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: list-related-deals
Download link: https://github.com/Cimminelli1982/crm-frontend/archive/main.zip#list-related-deals

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