菜单
Design CRM setups with pipelines, automations, and workflows. TRIGGERS - Use when user wants to set up a CRM, design sales pipelines, or configure deal stages.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/lionelsimai/claude-skills-collection --skill crm-setup-guide命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
正在显示 SKILL.md
| name | crm-setup-guide |
| description | Design CRM setups with pipelines, automations, and workflows. TRIGGERS - Use when user wants to set up a CRM, design sales pipelines, or configure deal stages. |
# CRM Setup: [Business Name]
## Pipeline Design
### Sales Pipeline
| Stage | Entry Criteria | Exit Criteria | Auto-actions |
|-------|---------------|---------------|-------------|
| Lead | [criteria] | [criteria] | [automation] |
| Qualified | [criteria] | [criteria] | [automation] |
| Proposal | [criteria] | [criteria] | [automation] |
| Negotiation | [criteria] | [criteria] | [automation] |
| Won/Lost | [criteria] | — | [automation] |
## Custom Fields
| Field | Type | Required | Purpose |
|-------|------|----------|---------|
| [field] | [type] | Yes/No | [why] |
## Automations
1. **[Trigger]** → [Action]
2. **[Trigger]** → [Action]
## Email Templates
[Pre-built templates for each stage]
## Reporting Dashboard
[Key metrics to track]
## Team Setup
[Roles, permissions, territory assignment]
基于 SOC 职业分类
