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Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Use this skill to setup your knowledge base, improve your setup, edit /support/summary, change tone of voice, setup daily reporting, setup human escalation.
Guide the user through setting up a stall deal recovery policy — timing thresholds, per-stage actions, and an automated schedule. Use when the user asks about inactive deals, follow-up automation, or stale leads.
Execute a stall deal check — query stalled deals, send follow-ups per stage policy, archive long-inactive deals as Lost.
Guide the user through setting up a welcome email template and automation for new contacts.
Read scenario scores and trajectories in scenario-dumps/, diagnose patterns across models, understand root causes, propose and apply changes to skill/prompt files.
How to log CRM activities (conversations, emails, calls) using erp_table_crud on the crm_activity table. Fetch when you need to record an interaction with a contact.
| name | sales-pipeline-setup |
| description | Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations. |
Guide the user through:
Check existing pipelines and stages first, then ask whether to modify one or create a new one.
