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CRM opportunity data quality check v1.0.0

Use this resource to spot missing fields and stale dates in CRM opportunities

New

  • 452 downloads
  • 114 likes
  • 235 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-data-hygiene-audit

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reads your opportunities without changing anything, flags empty fields, overdue dates and stages that do not match, then suggests values. You apply the fixes by hand or through your connector.

Mostly picked by

Updated November 2, 2026

Card for the “CRM opportunity data quality check” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: checks, steps and suggestion rules
  • SKILL.md: output format and fix checklist

Good fit for

  • Your sales pipeline contains opportunities with no date
  • You want to clean up the CRM before a forecast review

Not for

    Tags

    • crm
    • data quality
    • pipeline
    • sales

    About

    You say

    “Check the quality of my HubSpot opportunities and give me the list of fixes to make.”

    Card for the “CRM opportunity data quality check” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to spot missing fields and stale dates in CRM opportunities
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.5 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md9.2 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/crm-hygiene-check
    Licence
    Apache-2.0

    Notice

    « crm-hygiene-check » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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