Skill · Communications

CRM Update

Business purpose

Keep buyer and opportunity records current after any state change

Owning department

Communications

Executing agent

Triggers when

Any work item or decision changes state

Replaces / accelerates

Manual CRM maintenance

The human's role

None

Autonomy

Autonomous

This skill may complete simulated routines without human review.

Component skills

Record Sync

Written SOP — 2 steps

Sync records

Sync work, decision and opportunity state into the CRM record.

CRM

Set next step

Set the next follow-up date and owner on the record.

CRM

Required tools and integrations

CRM

Required knowledge

CRM Contact History

Internal database

Recent runs using this skill — 1

Aug 8, 04:40 AM · 1.2s · 80% conf

SKILL.md preview

# CRM Update

Keeps buyer and opportunity records current...