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Found 26 Skills
Guides deal operations administration—quote-to-cash coordination, deal desk intake and routing, CRM opportunity hygiene, order form and SOW assembly, approval workflows, signature tracking, and handoffs to legal, finance, and provisioning after customer signature. Use when processing a sales deal, preparing order paperwork, running deal desk checklist, fixing CRM stage/fields, coordinating signatures, or closing the loop post-signature—not for contract legal redlines (commercial-counsel), board or equity approvals (corporate-counsel), ASC 606 accounting (senior-revenue-accountant), support tickets after go-live (customer-ops-specialist), or M&A/financing closing (transaction-manager).
Install or select a Harbor profile, claim or restore an agent identity, and handle dashboard approval flow. Use when asked to connect to Harbor, bootstrap Harbor auth, install a Harbor profile, claim an agent identity, restore Harbor access, or explain pending approvals.