Individual skill
crm
How to run typed CRM work — attributes and options, lists and pipelines, saved and board views, provider proposals, duplicates and merge, gated enrichment, and evidence-grounded call signals. Use for any CRM read, write, setup, or provider question.
templates/crm/.agents/skills/crm/SKILL.md
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# CRM
`AGENTS.md` owns the invariants (attribute typing, bitemporal values, list
authority, the provider handoff, credential and evidence boundaries). This skill
is the how: which action, in what order, and the traps in between. Do not
restate a rule here that `AGENTS.md` already states — fix it there instead.
Model source of truth: `shared/crm-contract.ts`. Type registry:
`shared/crm-attributes.ts`. Every field-value write goes through
`server/lib/record-fields.ts`.
## Pick the starting action
- `get-crm-workspace` — "what should I work on", who the caller is, whether