Can I search for deals belonging to a specific company?

Yes, the skill allows you to filter the sales pipeline by company ID or search terms to find specific client opportunities.

How do I create a new opportunity using this skill?

You can trigger the skill by asking Claude to create an opportunity for a specific company; Claude will use the company ID and name to initialize the deal in Salesbuildr.

Does this skill support updating existing deal values?

Yes, you can use the update function to modify deal values, stages, and expected close dates as your sales negotiations progress.

What fields are required to create a Salesbuildr opportunity?

To successfully create a new opportunity, you must provide at minimum a deal name and a company ID.

Salesbuildr Opportunity Management

Name: Salesbuildr Opportunity Management
Author: wyre-technology

bywyre-technology

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营销自动化

Manages sales pipelines and deals within Salesbuildr to streamline revenue tracking and opportunity lifecycle management.

This skill empowers Claude to interact with the Salesbuildr platform, providing MSP sales teams with a seamless way to manage their pipeline. Users can search for existing deals, create new opportunities linked to specific companies and contacts, and update critical deal information such as stages, values, and expected close dates. By automating these CRM tasks through Claude Code, account managers can maintain an accurate sales forecast and focus more on closing deals rather than manual data entry.

主要功能

01Streamline MSP sales workflows using natural language

02Retrieve detailed opportunity metadata by ID

03Create new opportunities with linked contacts and values

04Search sales pipeline by name, company, or status

05Update deal stages and revenue values dynamically

063 GitHub stars

使用场景

01Querying all active opportunities for a specific client account to prepare for a meeting

02Adding a new deal to the pipeline immediately after a discovery call

03Advancing a project stage from 'Proposal' to 'Negotiation' or 'Closed'

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins opportunities

For use in Claude.ai and ChatGPT

Download Skill