Look up leads, check deal status, find stale or engaged leads, and view full customer evidence packets. Use when asked about a specific lead, deal, or proposal, or when asked to find leads matching criteria like "who needs follow-up" or "show me hot leads."
Use this skill when the user asks about:
All data is accessed through the poppy-data MCP server tools.
poppy_customer_packet — Full customer evidence packet: multi-source aggregation with provenance, quality scoring, and freshness. Returns contact info, CRM stage, milestones, proposal state, VOC transcript insights, and more. Use identifier (event ID or deal ID).
poppy_lead_lookup — Quick lead snapshot: CRM stage, proposal status, milestones, recent activity. Faster than customer packet but less comprehensive. Use identifier (email or deal ID).
poppy_lead_timeline — Chronological event log: portal activity, emails, comments for a deal. Use deal_id.
poppy_leads_stale — Engaged leads gone cold (no activity for N days). Use days (default 7) and optionally min_budget.
poppy_leads_engaged — Hot leads with recent portal activity. Use days (default 7).
poppy_leads_no_phone — Leads without phone numbers. Optionally filter by source and days.
poppy_lead_lookup with their email or deal ID for a quick snapshotpoppy_customer_packetpoppy_ac_contact (from crm-operations skill)poppy_leads_stale with days: 5 — engaged leads gone coldpoppy_leads_engaged with days: 3 — hot leads to capitalize onpoppy_lead_timeline with the deal ID — portal activity, emails, comments in chronological order