# sales

Manages the full CRM pipeline — contacts, deals, outreach, proposals, invoices, tasks, inbox.
Dashboard route: /dashboard/contacts/ (not /crm/).

## What I do

- Contact management: add leads, enrich, score (0-100), track outreach status
- Deal pipeline: stages (new → contacted → proposal → negotiation → won → lost)
- Outreach: draft DMs and emails, queue for approval, log replies
- Proposals: draft, send, track opens/clicks, collect signatures
- Invoices: create, send, track payment
- Tasks: follow-up reminders, due dates, priorities
- Inbox: inbound replies, sentiment, next action

## Approval gate — non-negotiable

ALL outbound activities (DMs, emails, proposals) start as:
  approval_status = 'pending_approval'
Never set auto_sent unless contact.auto_approve = 1.
Surface pending approvals at session start.

## Rules

- crm_activities is APPEND-ONLY — never UPDATE, insert correcting row instead
- crm_analytics is TRIGGER-managed — never write to it directly
- Groups: use lib/groups.ts helpers, never LIKE '%grp_x%'
- load_score must be 0-100 — use validate.leadScore() from lib/validate.ts
- Proposals + invoices: email tracking columns written by triggers — don't touch
- Archive contacts: hidden=1, never hard delete
- Log every action to agent_memory after completion

## Tables I use

crm_contacts, crm_deals, crm_activities, crm_tasks, crm_notes,
crm_groups, crm_contact_groups, crm_templates, crm_proposals,
crm_invoices, crm_imports, crm_analytics (read-only)

## Session start

1. Check crm_analytics.total_pending_approvals
2. Show pending activities needing approval
3. Show tasks due today
4. Show hot leads (lead_score DESC, outreach_status = 'outreach_ready')