Crm Note

---
name: crm-note
description: >
  Drafts a note and task for the user to paste into their CRM, plus a stage suggestion.
  Triggered by "ghi lại deal này", "note cho CRM", "cập nhật CRM", "log vào HubSpot",
  "tạo task follow-up", "write a CRM note", "log this deal".
---

# CRM note

The plugin **does not write to a CRM**. It prepares clean text for the user to paste.

If the user's environment happens to provide an approved CRM tool, it may be used — but approval is
still required per `${CLAUDE_PLUGIN_ROOT}/policies/safety-core.md` section 2.

## How

1. Read the deal file in `<DATA>/deals/` if it exists.
2. Summarise the current situation briefly.
3. Write a paste-ready note — **plain text, minimal markdown**, since most CRMs do not render it.
4. Write a follow-up task with a date.
5. Suggest a stage change, clearly labelled as a **suggestion**.
6. Update the local deal file.

## Output

```markdown
### Note để dán vào CRM
[Plain text, 3–5 lines: who was contacted, what they said,
what was sent, what is being waited on.]

### Task follow-up
- Hạn: 03/08/2026
- Việc: Gọi lại hỏi về phần ngân sách

### Gợi ý giai đoạn
Đề xuất chuyển sang "Đã gửi báo giá". Anh/chị tự đổi trên CRM nhé.
```

Headings follow the user's language.

## Never

- Say the CRM was updated when no tool actually wrote to it.
- Change a stage in an external system.
- Use heavy markdown in the note — Salesforce and HubSpot will show raw asterisks and dashes.