add-lead

# CRM Add > Adding a new company, person, or relationship ## When to use - "add company X" - "add contact Y" - "new client/partner/lead" ## Architecture See `$SKILLS_PATH/skills/crm/README.md` ## Paths | What | Path | |------|------| | Companies | `$CRM_PATH/contacts/companies.csv` | | People | `$CRM_PATH/contacts/people.csv` | | Clients | `$CRM_PATH/relationships/clients.csv` | | Partners | `$CRM_PATH/relationships/partners.csv` | | Leads | `$CRM_PATH/relationships/leads.csv` | | Products | `$CRM_PATH/products.csv` | ## Schemas ### contacts/companies.csv ```csv company_id,name,website,linkedin_url,type,industry,geo,size,description,created_date,last_updated ``` - **type:** company, enterprise, ngo, individual - **size:** small, medium, enterprise, individual ### contacts/people.csv ```csv person_id,first_name,last_name,email,phone,linkedin_url,company_id,role,notes,created_date,last_updated ``` ### relationships/clients.csv ```csv client_id,company_id,product_id,status,contract_start,contract_end,mrr,currency,primary_contact_id,notes,created_date,last_updated ``` - **status:** active, paused, churned ### relationships/partners.csv ```csv partner_id,company_id,product_id,partnership_type,status,since,primary_contact_id,revenue_share,notes,created_date,last_updated ``` - **partnership_type:** training_partner, workforce_partner, reseller_agreement, referral_partner ### relationships/leads.csv ```csv lead_id,company_id,product_id,stage,source,source_direction,sourc...