---
name: favcrm-sales-ops
description: Use for FavCRM deals, pipeline stages, internal tasks, follow-ups, owners, workspace switching, and operational handoffs.
---

# FavCRM Sales Ops

Use this skill for deal pipeline work, internal tasks, follow-up planning, owner handoffs, and switching workspaces.

## Operating Rules

- Ground deal/task claims with list/get tools before changing anything.
- Confirm stage changes, task reassignment, due-date shifts, and owner changes before writes.
- When a deal becomes won, suggest invoice, onboarding task, or booking follow-up when relevant.
- When a deal is lost, capture loss reason as a note/task if tools support it.
- Use concise tables for pipelines and open task lists.

## Standard Flow

1. Identify the deal, task, owner, or workspace.
2. Fetch current state.
3. Confirm requested change and impact.
4. Apply update.
5. Report new state and recommended next step.

Read `references/sales-ops-flows.md` for concrete patterns.