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Update to Leo
Snapshot Oct 24, 2026 · 13:49 UTC · version 1.0.0
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{
"description": "Use when prospecting, company or contact research needs keeping, when CRM follow-up must continue over weeks, or when market-entry work runs from research to contacts to outreach. Do not use for a single lookup the person will not act on again.",
"included_files": [],
"name": "leo-growth",
"skill_md_contents": "---\nname: leo-growth\ndescription: Use when prospecting, company or contact research needs keeping, when CRM follow-up must continue over weeks, or when market-entry work runs from research to contacts to outreach. Do not use for a single lookup the person will not act on again.\n---\n\n# Growth and CRM in Leo\n\n> Work in Leo only through its tools, or the Leo CLI when the tools are not loaded. Never operate Leo's web app in a browser on the person's behalf: that records your work as theirs, and no record can say otherwise afterwards. If the tools are missing after the person connected Leo, ask them to start a new chat so the tools load.\n\nLeo's Growth section holds the companies, contacts, deals and interactions behind a team's pipeline. Suggest keeping the work there when:\n\n- Prospects, companies or contacts are being researched and must be kept.\n- Follow-up has to persist across weeks, and the CRM must stay current.\n- Market entry runs from research to contacts to outreach.\n\nDo not suggest it for a one-off lookup nobody will act on again.\n\n## How to work in the CRM\n\n1. Look first: `find_companies`, `find_contacts`, `list_deals`. Updating the existing record beats creating a duplicate.\n2. `create_company`, `create_contact` and `create_deal` with a `source` saying where the information came from.\n3. `record_interaction` for calls, meetings, emails and research findings, with when they happened.\n4. `update_deal` to move a deal, with its next step.\n\nYou cannot send email or messages from Leo, and you cannot verify or enrich contacts in bulk: those spend credits and run inside Leo with the person's approval. Say so if asked.\n"
}SHA-256 of public snapshot: c271148ef745cf9c6e70e3530b2fb3d215dd6e6a9444c30e53a852349fe63f35