CRM Pipeline Review

Use this skill to produce an operator-ready pipeline review.

Workflow

1. Fetch dashboard summary with crm dashboard.
2. List deals and tasks.
3. Flag stale deals, overdue tasks, missing next follow-up, and high-value opportunities.
4. Create follow-up tasks for each material gap.
5. Summarize in three groups: act now, inspect, healthy.

CLI Examples

crm dashboard
crm deals list
crm tasks list
crm tasks update task_123 --completed-at 2026-05-05T18:00:00Z

MCP Tools

Use getCrmDashboard, listDeals, listCrmTasks, updateCrmTask, and createCrmTask.