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Update a lead in the CRM v1.0.0

Use this resource to update a lead's status, priority or notes

New

  • 332 downloads
  • 122 likes
  • 110 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-lead-status-update

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 finds the lead by email or LinkedIn URL, changes the requested fields and saves the file. It can also process a batch, for example all leads who replied. You get an up-to-date record.

Mostly picked by

Updated November 2, 2026

Card for the “Update a lead in the CRM” skill

Details

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

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What you get

  • SKILL.md: lead lookup by email or LinkedIn URL, then field updates
  • SKILL.md: batch updates, for example for all leads who replied

Good fit for

  • A lead has just replied and their status needs to change
  • You need to change the priority of several leads at once

Not for

    Tags

    • crm
    • leads
    • status
    • update

    About

    You say

    “Set Julie's status to responded and add a note about the meeting.”

    Card for the “Update a lead in the CRM” 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 update a lead's status, priority or notes
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.2 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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