CRM Query Leads Skill | Agent Skills

CRM Query Leads

Search, filtering, and reports on CRM data

When to use

"show high-priority leads"
"who needs follow-up"
"how many leads from YC"
"CRM statistics"

Paths

| What | Path | |------|------| | Leads | $CRM_PATH/relationships/leads.csv | | Companies | $CRM_PATH/contacts/companies.csv | | People | $CRM_PATH/contacts/people.csv | | Activities | $CRM_PATH/activities.csv |

Basic query

import pandas as pd
from datetime import date

leads = pd.read_csv('$CRM_PATH/relationships/leads.csv')
people = pd.read_csv('$CRM_PATH/contacts/people.csv')
companies = pd.read_csv('$CRM_PATH/contacts/companies.csv')

Common queries

High-priority leads

high = leads[leads['priority'] == 'high']
print(high[['lead_id', 'company_id', 'stage', 'next_action']])

Follow-ups for today

today = str(date.today())
followups = leads[leads['next_action_date'] == today]
print(followups[['lead_id', 'company_id', 'next_action']])

By source

# All inbound leads
inbound = leads[leads['source_direction'] == 'inbound']

# All from a specific source
from_facebook = leads[leads['source'] == 'facebook']

# Filter by campaign detail
campaign = leads[leads['source_detail'].str.contains('lookalike', na=False)]

By stage

# Leads in negotiation
negotiation = leads[leads['stage'] == 'negotiation']

# Won deals
won = leads[leads['stage'] == 'won']

Statistics

# Count by stage
print(leads['stage'].value_counts())

# Count by priority
print(leads['priority'].value_counts())

# Count by source
print(leads['source'].value_counts())

Joining leads with companies and people

# Add company name to leads
merged = leads.merge(
    companies[['company_id', 'name', 'industry']],
    on='company_id',
    how='left'
)

# Add primary contact info
merged = merged.merge(
    people[['person_id', 'first_name', 'last_name', 'email']],
    left_on='primary_contact_id',
    right_on='person_id',
    how='left'
)

Export results

# To CSV
hot.to_csv('/tmp/hot_leads.csv', index=False)

# To JSON
hot.to_json('/tmp/hot_leads.json', orient='records', force_ascii=False)

# Just a list of emails
emails = hot['email'].dropna().tolist()
print(', '.join(emails))

Related skills

add-lead -- add a new lead
update-lead -- update existing record
show-today -- tasks related to CRM

Agent Skills: CRM Query Leads

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