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Query and filter CRM leads v1.0.0

Use this resource to filter CRM leads and produce statistics

New

  • 584 downloads
  • 197 likes
  • 134 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-lead-search-reports

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 queries the CRM files with pandas: leads by priority, source or stage, or those to follow up today, plus overall statistics. You get a filtered list or tracking figures.

Mostly picked by

Updated November 2, 2026

Card for the “Query and filter CRM leads” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: basic queries on the lead, company, person and activity files
  • SKILL.md: common filters (high priority, follow-ups due today, by source, by stage)

Good fit for

  • You want to know which leads to follow up today
  • You count leads by source to measure a campaign

Not for

    Tags

    • crm
    • leads
    • filters
    • statistics

    About

    You say

    “Show me the high-priority leads to follow up today.”

    Card for the “Query and filter CRM leads” skill

    Skill published by aaaaqwq under the MIT 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 filter CRM leads and produce statistics
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md2.6 KB

    Origin and licence

    Listed unmodified

    Author
    aaaaqwq
    Source
    github.com/aaaaqwq/agi-super-team/tree/4c7b20bc52ad8d4a89fa3f5185abc455ef9248de/skills/query-leads
    Licence
    MIT

    Notice

    « query-leads » (aaaaqwq, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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