arrows-crm-hygiene
CRM guide and hygiene check from Sales Skills by Arrows. Learns how the person's CRM and pipeline really work (the stages, how deals move and where they stall, which fields to update after each call) and saves it as a guide every Sales Skill can use. Then checks the CRM against it: past close dates, no next step, missing required fields, stages that don't match what happened, deals with no contact, duplicates, and fields calls and emails could fill. Gives a score by category, the worst deals (by rep for leaders), and fixes with evidence, applied only after the person approves. Works with any connected CRM or a CSV export. Use whenever someone says 'Run my Arrows CRM hygiene check', 'clean up my CRM', 'what's missing in our CRM', 'learn how our CRM works', 'update the CRM from my calls', asks which deals have bad data, or wants to update a deal in plain language. For deals going quiet or at risk, use the pipeline review, deal nudge or gaps report instead.
Install
With your agent
Install OMGSkills skill "arrowshq/arrows-sales-skills:arrows-crm-hygiene" into this agent's normal skills directory: use the OMGSkills MCP get_skill tool, install only the pinned_install commit and path, verify SKILL.md against pinned_install.skill_md_sha, and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/ArrowsHQ/arrows-sales-skills /tmp/arrows-sales-skills && ln -s /tmp/arrows-sales-skills/arrows-crm-hygiene ~/.claude/skills/arrows-crm-hygieneFrom README
Step 1: Find the guide Look in the project for arrows-crm-guide.md (an older copy may be called arrows-crm-standards.md; use it the same way), and read the profile files (especially ## Pipeline stages and ## Discovery and qualification in arrows-sales-process.md, and ## Every rep, every deal in arrows-how-we-work.md if present). Guide found: use it and go to Step 3. Don't re-confirm it. If the CRM has changed since (a field or stage it names no longer exists, a new pipeline), say so in one line at the top of the report and offer "Refresh my CRM guide." No guide (first run): go to Step 2. leaves CRM depth to this skill, so this is expected. If this chat shows the guide was built before but it isn't in the project, rebuild it and remind them in one line to save it, so they aren't asked to confirm it every week. Rep or leader. Use ## About me in arrows-how-i-work.md.