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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.
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SOC 職業分類に基づく
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 creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.
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.
| name | log-crm-activity |
| description | 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. |
Use erp_table_crud to create activity records in the crm_activity table.
erp_table_crud(op="create", table_name="crm_activity", fields={
"activity_contact_id": "CONTACT_ID",
"activity_type": "MESSENGER_CHAT",
"activity_direction": "INBOUND",
"activity_platform": "TELEGRAM",
"activity_title": "Short title",
"activity_summary": "Brief summary of what happened",
})