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.
Scanned 9/7/2026
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---
name: crm-setup-guide
description: |
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.
---
# 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]
```
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Designs system architecture, component specifications, and technical integration strategy. Use when: designing solutions, system architecture, technology stack, or integration approaches.
