Keep your sales pipeline and client follow-ups on track.
Keeps deal records current and organizes client meetings, follow-up tasks, and proposal sharing.
When to use it
Use for tracking deals, scheduling calls, and handling client communications.
Give it a sales operations request; it updates deal records, creates follow-up tasks, or uploads proposals to Drive.
Requires the gws command-line tool.
Must be loaded before operating the sales persona; provides the email utility instructions.
This skill
tracking spreadsheet
Appends deal updates to spreadsheets
follow-up tasks
Creates tasks from follow-up emails