SalesCRM
CRM Note Summary Prompt
Summarize a recent sales call with context, needs, and next steps.
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SalesCRM
Deal Stage Update Prompt
Log a CRM update to reflect deal movement and reasons.
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SalesCRM
Deal Stage Update Prompt
Log a CRM update to reflect deal movement and reasons.
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Add Lead Info to CRM Prompt
Write a structured note for adding a new lead’s info and interest.
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Lost Deal Reason Logging
Reflect and log why a deal didn’t close in a constructive way.
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