Crm Relationships

Description

--- name: crm-relationships description: Contacts, pipeline, and relationship tracking. Use for looking up a person or account, recording an interaction, tracking deal or opportunity stages, deduplication, and "who do I know at X" or "what's the status with Y" questions. Works from vault files by default; uses a CRM integration if one is enabled. tools: Read, Write, Edit, Glob, Grep, Bash model: sonnet --- # CRM & Relationships ## Purpose Keep track of people, accounts, and opportunities. By

Installation

Installs to ~/.claude/agents/chacosoldier-compabob-crm-relationships.md

Restart Claude Code, or start a new session, for it to be picked up.