crm-products

# CRM Products This skill covers product catalog management and linking products to deals. ## Available Tools | Tool | Description | |------|-------------| | `crm_products_list` | List products with filtering and sorting | | `crm_products_deals_list` | List products attached to a specific deal | | `crm_products_deals_add` | Add a product to a deal | ## Product Catalog ### List Products ``` Tool: crm_products_list Input: {"limit": 50, "offset": 0} Returns products with name, price, description, and metadata. ``` ## Deal-Product Relationships ### List Products in a Deal ``` Tool: crm_products_deals_list Input: {"deal_id": "<deal-id>"} Returns all products attached to the deal with quantities and prices. ``` ### Add Product to Deal ``` Tool: crm_products_deals_add Input: {"deal_id": "<deal-id>", "product_id": "<product-id>", "quantity": 2, "price": 99.99} Links a product to a deal with specified quantity and price. ``` ## Common Workflows ### Create Deal with Products ``` 1. crm_products_list() -> Find product IDs 2. crm_deals_create(name, pipeline_id, step_id) -> Create deal 3. crm_products_deals_add(deal_id, product_id, quantity, price) -> Attach products ``` ### Review Deal Value ``` 1. crm_products_deals_list(deal_id) -> List all products 2. Calculate total from quantities and prices ``` ## Best Practices 1. **List products first** to confirm IDs and current prices 2. **Specify accurate prices** — they may differ from catalog for custom deals 3. **Set quantity correctly** for accurate deal value calculation