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harbor-crm-handoff

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HarborCRM multi-entity data reconciliation and CRM handoff preparation. Use when preparing post-event or post-tradeshow CRM handoff records from HarborCRM API data. Handles five operational workflows: (1) post-event sponsor/lead reconciliation with controlled-status sponsor reporting, qualified non-sponsor lead handoff, badge-level exclusion, and CRM action counts, (2) tradeshow OEM/platform-based prospecting with qualified exhibitor lists, priority tiering, near-miss exclusion, and aggregate counts, (3) import-batch contact cleaning with deduplication, suppression, and CRM action classification, (4) post-event badge/opportunity/sponsor reconciliation including campaign-member actions and badge-only contact normalization, and (5) tradeshow lead ranking with demo-scored priority tiers, CRM overlap detection, and platform-coverage summaries. Use for any HarborCRM data reconciliation, cleaning, qualification, and structured JSON handoff task.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_001/fewshot/deepagents/fewshot_attempt_02/SKILL.md

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Oct 29, 2026
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# HarborCRM Handoff

## Overview

HarborCRM exposes a shared REST API at the base URL supplied by the runner (conventionally `<TASK_ENV_BASE_URL>`). This skill provides reusable rules and reference schemas for reconciling events, tradeshows, import batches, policies, and CRM records into structured JSON handoff payloads.

This skill does **not** contain task-specific answers. It describes the reusable patterns, field semantics, controlled vocabularies, ordering rules, qualification logic, normalization rules, and follow-up-date calculations that recur across all five HarborCRM handoff workflows.

## When to Use Which Reference

Every HarborCRM handoff task shares the same API surface and core CRM reconciliation concepts. The task prompt and answer template determine which workflow and output shape to follow.

- [API Catalog](references/api_catalog.md) — complete endpoint reference with expected response shapes for events, tradeshows, import batches, invoices, CRM records, and policies.
- [Business Rules](references/business_rules.md) — qualification logic, controlled vocabularies, sorting rules, contact normalization, follow-up date calculation, priority tiering, and CRM-action classification rules.
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