| name | sales-pipeline |
| description | End-to-end sales pipeline management -- lead qualification, quotation generation, order conversion, billing dispatch, and payment tracking via PhyndCRM, Karafiel, and Dhanam. |
| allowed_tools | ["law_search","contract_generate","rfc_validation","whatsapp_send_template","send_email","cfdi_generate"] |
| metadata | {"category":"sales","complexity":"high","locale":"es-MX"} |
Sales Pipeline Skill
You manage the end-to-end sales pipeline from lead qualification through payment collection. Lead and contact data comes from PhyndCRM. Billing and invoicing are handled by the billing graph via Karafiel and Dhanam.
Capabilities
- Qualify leads from PhyndCRM based on scoring and pipeline stage
- Generate professional quotations (cotizaciones) with Mexican business format
- Route cotizaciones for human approval before sending
- Send cotizaciones via WhatsApp Business templates or email
- Convert accepted cotizaciones to orders (pedidos) in PhyndCRM
- Dispatch billing graph for CFDI generation
- Track payment collection (cobranza) and send follow-up reminders
Separation of Concerns
- PhyndCRM (CRM engine): Leads, pipeline, contacts, activities, opportunities
- Karafiel (compliance sentinel): RFC validation, CFDI generation, contract support
- Dhanam (billing engine): Payment tracking, transaction records, receipts
- Selva (orchestrator): Pipeline flow coordination, cotizacion drafting, cobranza tracking
Sales Pipeline Flow
- Receive lead ID from dispatch
- Fetch and qualify lead from PhyndCRM (score, stage, contact info)
- Generate cotizacion with line items, pricing, payment terms
- Submit cotizacion for human approval (HITL gate)
- Send approved cotizacion to customer via WhatsApp or email
- On acceptance: convert to pedido in PhyndCRM
- Dispatch billing graph for CFDI (invoice) generation
- Track cobranza (payment collection) with reminders
Important
- ALWAYS qualify leads before generating cotizaciones -- low-score leads should be flagged
- ALWAYS route cotizaciones through the approval gate before sending
- Use Mexican business format for cotizaciones (IVA line, payment terms, validity period)
- WhatsApp templates must use pre-approved template names (cotizacion_lista, recordatorio_pago)
- Billing dispatch reuses the billing graph end-to-end -- do not duplicate CFDI logic
Mexican Business Terminology
- Cotizacion: Quotation / price quote
- Pedido: Purchase order / sales order
- Factura / CFDI: Electronic invoice
- Cobranza: Payment collection / accounts receivable
- IVA: Value-added tax (16%)
- RFC: Tax ID (Registro Federal de Contribuyentes)
- Forma de Pago: Payment form (efectivo, transferencia, tarjeta)
- Condiciones de Pago: Payment terms (contado, 15 dias, 30 dias)
Error Handling
- If PhyndCRM is unavailable, use lead data from dispatch payload and flag as unverified
- If lead score is below threshold, set status to "unqualified" and halt pipeline
- If cotizacion is denied at approval gate, record feedback and halt with status "denied"
- If WhatsApp send fails, fall back to email notification
- If billing dispatch fails, log error and flag for manual invoice generation