← All skills

crm-query-visit-skill

100 / 100 · Low risk

Fine to try.

By infometa/workbuddyskills (GitHub) · coding · 443 stars · scanned at commit 33b6151

磐石 CRM 跟进记录查询 Skill（对应 PC/小程序端"跟进拜访管理"入口）。 当用户要查看/查询/罗列销售跟进记录（文字性沟通与线下拜访明细）时使用。 支持按客户名/CID、商机名/项目编号（project_code）、线索（lead_id）、时间范围、跟进方式 （10000=线下拜访 / 10001=线上沟通 / 10002=跟进进展）过滤，覆盖全流程：OA 鉴权 → 查询 → 结构化展示。 Triggers include: 跟进拜访管理, 跟进拜访, 我的跟进拜访, 查跟进记录, 查询跟进, 看跟进记录, 最近的跟进, 跟进列表, 跟进历史, 跟进详情, 我的跟进, 我上周跟进了谁, 拜访记录查询, 拜访情况, 线下拜访, 查一下跟进, 看看跟进情况, 有哪些跟进记录, 商机跟进, 线索跟进, XX 客户的跟进, query visit records, list follow-up records, show visits. DO NOT use for 拜访打卡 / 签到 / 打卡 / 位置类记录（→ crm-query-check-in-skill）； DO NO…

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'crm-query-visit-skill' ] || [ -L ~/.agents/skills/'crm-query-visit-skill' ]; then echo 'A skill folder named crm-query-visit-skill already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/infometa/workbuddyskills' "$d" && git -C "$d" checkout --quiet '33b6151ccee9aa0816c6f32d021be77d82772755' -- 'experts/panshi-customer-visit-agent/skills/crm-query-visit-skill' && mkdir -p ~/.agents/skills && cp -R "$d"/'experts/panshi-customer-visit-agent/skills/crm-query-visit-skill' ~/.agents/skills/'crm-query-visit-skill' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'crm-query-visit-skill' ~/.claude/skills/'crm-query-visit-skill' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

Badge for your README

The badge for infometa/workbuddyskills shows the score of its lowest-scoring skill.

[![SkillTrust](https://zalavijaysinh.github.io/skilltrust/badges/infometa/workbuddyskills.svg)](https://zalavijaysinh.github.io/skilltrust/repos/infometa/workbuddyskills/)

Score history