opportunity_skill

What problem does it solve?

This Skill streamlines the process of managing sales opportunities by standardizing data entry, enabling efficient querying, and providing clear action plans for sales teams.

Core Features & Use Cases

• Opportunity Entry: Standardizes natural language descriptions of sales opportunities into a structured JSON format, identifying missing information and suggesting follow-up questions.
• Opportunity Querying: Allows sales teams to query opportunities based on various criteria (e.g., stage, owner, expected close date) and specify desired output formats (count, table).
• Opportunity Listing: Generates filtered and sorted lists of opportunities based on user-defined criteria, exportable in Markdown table or CSV format.
• Use Case: A sales manager can ask the skill to "List all opportunities in the 'quote' stage closing this month, sorted by expected amount," and receive a clear, actionable table.

Quick Start

Use the opportunity skill to record a new sales lead with the details provided.