# Crm Setup Guide

> Design CRM setups with pipelines, automations, and workflows. TRIGGERS - Use when user wants to set up a CRM, design sales pipelines, or configure deal stages.

- Skill: `winbda/crm-setup-guide` (Agent Skill)
- Install (CLI): `npx skillmds add winbda/crm-setup-guide`
- Raw SKILL.md: https://api.skillmd.com/api/skills/winbda/crm-setup-guide/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Winbda (https://skillmd.com/u/winbda)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/winbda/crm-setup-guide

---


# CRM Setup Guide

## Output Format

```markdown
# CRM Setup: [Business Name]

## Pipeline Design

### Sales Pipeline
| Stage | Entry Criteria | Exit Criteria | Auto-actions |
|-------|---------------|---------------|-------------|
| Lead | [criteria] | [criteria] | [automation] |
| Qualified | [criteria] | [criteria] | [automation] |
| Proposal | [criteria] | [criteria] | [automation] |
| Negotiation | [criteria] | [criteria] | [automation] |
| Won/Lost | [criteria] | — | [automation] |

## Custom Fields
| Field | Type | Required | Purpose |
|-------|------|----------|---------|
| [field] | [type] | Yes/No | [why] |

## Automations
1. **[Trigger]** → [Action]
2. **[Trigger]** → [Action]

## Email Templates
[Pre-built templates for each stage]

## Reporting Dashboard
[Key metrics to track]

## Team Setup
[Roles, permissions, territory assignment]
```