followupboss
CommunityManage Follow Up Boss CRM
AuthorTechNickAI
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines interactions with the Follow Up Boss CRM, allowing for efficient management of contacts, notes, tasks, and deals without manual navigation.
Core Features & Use Cases
- Contact Management: Search, view, and add notes to contacts using various criteria (name, stage, tags).
- Task & Deal Tracking: List upcoming tasks and view active deals within the pipeline.
- Use Case: Quickly look up a client's contact information and recent activity, add a new note about a recent conversation, and check if any tasks are due today.
Quick Start
Query Follow Up Boss for contacts tagged 'hot lead'.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: followupboss Download link: https://github.com/TechNickAI/openclaw-config/archive/main.zip#followupboss Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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