Runs a personal CRM over contacts, companies, deals, and interactions with a pipeline dashboard and an agent-drafted follow-up review queue.个人 CRM:联系人、公司、交易和互动记录,带 pipeline dashboard 和 agent 起草的跟进审批队列。
Use it when tracking deals and relationships, reviewing pipeline health, or approving and editing follow-up drafts before the agent sends them through other channels.跟踪交易和人脉、查看 pipeline 健康度、批准/编辑跟进草稿(由 agent 经其他渠道发出)时使用。