notion-crm-lead-processing
Skill for processing new leads and contractors in a Notion CRM with three linked databases: Contacts, Potential Clients (Companies), and Deals. Use this skill ALWAYS when the user shares a new lead or contractor in any format: LinkedIn URL, message text, CV/PDF, name + company + context, website, or any combination. Also use when updating existing records (stage change, call notes, Fireflies summary, icon, relations, photo). Trigger phrases: "new lead", "add lead", "create deal", "new contact", "add to crm", "update stage", "add call summary", "new contractor", "add contractor", "new expert".
2026-03-25