register-decision

To log CRM decisions, provide explicit fields including detail, category, confidence, decision_date, and notes. This skill automates recording these decisions and optionally links them to related contacts, companies, and deals.

Yes, you can link CRM decisions to specific contacts, companies, and deals. The skill optionally relates decision records to these CRM entities, creating a traceable decision graph for auditing and follow-up.

Recording a decision requires explicit fields: detail, category, confidence, decision_date, and notes. Optional linking to related CRM records like contacts, companies, and deals is also supported during the logging process.

You can retrieve recent CRM decisions and analyze them by category or date. This functionality supports reporting and governance by capturing decision details tied to specific contacts, companies, or deals.

The best way to audit CRM decision history is logging decisions with category and confidence fields, then linking them to related deals. This creates a traceable decision graph for governance and follow-up analysis.

No external dependencies are required. The skill operates independently to automate logging CRM decisions with category and confidence, capturing details and linking to related records across the CRM stack.