{"id":83939,"plugin_id":"plugin_asdk_app_6a03edda077081918b92a9349232020d","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-11-06T06:35:22.049Z","digest":"220e65e065fc7e13ca9aa6ba102261dcdbfe356bce933e1f2e19ab741a767e11","against":null,"payload":{"description":"Review the sales pipeline in AB Sales (ActionBridge CRM) — funnel health, stale leads, open opportunities, and recommended next actions. Use when the user asks how their pipeline, funnel, leads, or deals are doing, wants a sales summary, or asks what to focus on in sales today.","included_files":[],"name":"ab-sales-pipeline-review","skill_md_contents":"---\r\nname: ab-sales-pipeline-review\r\ndescription: Review the sales pipeline in AB Sales (ActionBridge CRM) — funnel health, stale leads, open opportunities, and recommended next actions. Use when the user asks how their pipeline, funnel, leads, or deals are doing, wants a sales summary, or asks what to focus on in sales today.\r\n---\r\n\r\n# Pipeline review in AB Sales\r\n\r\nA health check with recommendations, grounded in the workspace's real CRM data.\r\n\r\n## Gather\r\n\r\n1. `ab_crm_workspaces` — resolve the workspace (ask if the user has several).\r\n2. `ab_crm_get_sales_context` — the workspace's current sales summary; start from this.\r\n3. `ab_crm_get_pipeline` — opportunity stages and values.\r\n4. `ab_crm_list_leads` with `status` filters to size the funnel stages; a plain call for the newest. Leads sit in statuses like New → InformationFilled → Contacted → Qualified (New leads auto-promote to InformationFilled when enriched).\r\n5. `ab_crm_list_activities` — what's scheduled vs. overdue; an opportunity with no next activity is drifting.\r\n\r\n## Judge\r\n\r\nFlag, in order of revenue impact:\r\n- **Stale qualified leads** — qualified but no activity logged recently; these cost the most.\r\n- **Opportunities without a next step** — no scheduled activity and no `next_step` set.\r\n- **New leads never touched** — created but still unenriched/uncontacted.\r\n- **Close dates in the past** — `expected_close` already passed while the opportunity is open: either update the date honestly or close it.\r\n\r\n## Compose\r\n\r\n```\r\n**Pipeline review — {workspace} — {date}**\r\nFunnel: {counts per stage, one line}\r\nOpen value: {sum by stage from the pipeline}\r\n⚠ Needs attention: {top 3-5 flagged items, each with WHY and the suggested move}\r\nSuggested today: {2-3 concrete actions}\r\n```\r\n\r\n## Acting on it\r\n\r\nOn confirmation only: log follow-ups as activities (`ab_crm_create_activity` with `related_type`/`related_id`, an `activity_type`, `subject`, `scheduled_start`), fix opportunity fields (`ab_crm_update_opportunity` — `next_step`, realistic `expected_close`, or `close` with a `loss_reason` when it's dead), and add context as notes (`ab_crm_add_note`). For drafting or sending an email to a lead, hand over to ab-lead-outreach. The review itself is read-only.\r\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}