CRM Update Lead Skill | Agent Skills

CRM Update Lead

Updating status, priority, and other fields of an existing lead

When to use

"update status to responded"
"change priority to high"
"add a note"
"change source to google"
After receiving a response

Paths

| What | Path | |------|------| | Leads | $CRM_PATH/relationships/leads.csv | | People | $CRM_PATH/contacts/people.csv |

How to update

import pandas as pd
from datetime import date

# Load
df = pd.read_csv('$CRM_PATH/contacts/people.csv')

# Find by linkedin_url or email
mask = df['email'] == 'example@email.com'
# or
mask = df['linkedin_url'] == 'https://linkedin.com/in/example'

# Update fields
df.loc[mask, 'status'] = 'responded'
df.loc[mask, 'priority'] = 'high'
df.loc[mask, 'notes'] = 'Responded positively 2025-02-03'
df.loc[mask, 'last_updated'] = str(date.today())  # REQUIRED!

# Save
df.to_csv('$CRM_PATH/contacts/people.csv', index=False)

How to update leads.csv

import pandas as pd
from datetime import date

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

mask = leads['lead_id'] == 'lead-example-001'

leads.loc[mask, 'stage'] = 'qualified'
leads.loc[mask, 'next_action'] = 'Schedule discovery call'
leads.loc[mask, 'next_action_date'] = '2026-03-10'
leads.loc[mask, 'last_updated'] = str(date.today())

leads.to_csv('$CRM_PATH/relationships/leads.csv', index=False)

Batch update

# Update all who responded "yes"
responded_emails = ['email1@test.com', 'email2@test.com']

for email in responded_emails:
    mask = df['email'] == email
    df.loc[mask, 'status'] = 'responded'
    df.loc[mask, 'priority'] = 'high'
    df.loc[mask, 'last_updated'] = str(date.today())

df.to_csv(path, index=False)

Stages (leads.csv)

new -> qualified -> proposal -> negotiation -> won/lost

Statuses (people.csv)

new -> researched -> contacted -> responded -> meeting -> won/lost

Do not skip stages without a reason.

Source of Truth (since 2026-03-02)

leads.csv next_action is the canonical source for sales follow-ups.

Do NOT create pm_tasks for sales follow-ups (invoices, payment checks, deal closing).
Instead, update the lead's next_action and next_action_date in leads.csv.
pm_tasks_master.csv is for dev/project tasks only.

Source fields

Leads have three source fields:

source — enum: google, website, facebook, linkedin, email, telegram, referral, direct, event, calendly, research
source_direction — inbound or outbound
source_detail — (optional) campaign name, referrer, post URL, etc.

Rules

ALWAYS update last_updated
If you change status -- add an explanation in notes
If there is a response -- record the text in response or notes
Verify the record exists before updating
For sales actions, update next_action + next_action_date in leads.csv (not pm_tasks)

Related skills

query-leads -- find a lead before updating
log-activity -- log activity
telegram-check -- check for responses

Agent Skills: CRM Update Lead

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