@happyvertical/smrt-planner 0.0.0-stage → 0.0.2

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Files changed (815) hide show
  1. package/LICENSE +21 -0
  2. package/README.md +170 -2
  3. package/app/404.html +80 -0
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You capture leads, turn the promising ones into opportunities, and move each through the stages of a pipeline. Activities record calls, notes and follow-ups.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Capture a lead<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Create a new lead.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter the <!--]--><!--[0--><strong><!--[--><!--[3-->Name<!--]--><!--]--><!----></strong><!--]--><!--[3-->, <!--]--><!--[0--><strong><!--[--><!--[3-->Email<!--]--><!--]--><!----></strong><!--]--><!--[3--> and <!--]--><!--[0--><strong><!--[--><!--[3-->Phone<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Keep <!--]--><!--[0--><strong><!--[--><!--[3-->Status<!--]--><!--]--><!----></strong><!--]--><!--[3--> up to date as you qualify them.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Work an opportunity<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Create a pipeline, then add its stages in order.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Create a new opportunity and pick the <!--]--><!--[0--><strong><!--[--><!--[3-->Lead<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Choose the <!--]--><!--[0--><strong><!--[--><!--[3-->Pipeline<!--]--><!--]--><!----></strong><!--]--><!--[3--> and <!--]--><!--[0--><strong><!--[--><!--[3-->Stage<!--]--><!--]--><!----></strong><!--]--><!--[3-->, and enter the <!--]--><!--[0--><strong><!--[--><!--[3-->Expected value cents<!--]--><!--]--><!----></strong><!--]--><!--[3--> and <!--]--><!--[0--><strong><!--[--><!--[3-->Expected close at<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Move the <!--]--><!--[0--><strong><!--[--><!--[3-->Stage<!--]--><!--]--><!----></strong><!--]--><!--[3--> along as the deal progresses.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--]--> <!--[0--><section aria-label="Fields" class="svelte-cw30hy"><!----><h2 class="svelte-cw30hy">Fields<!----></h2><!----> <!--[--><section id="sales.pipeline-fields-Lead" aria-label="Lead fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">Lead<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">What you call this lead.</dd><dt class="svelte-cw30hy">Contact name</dt> <dd class="svelte-cw30hy">The person to talk to.</dd><dt class="svelte-cw30hy">Email</dt> <dd class="svelte-cw30hy">Their email address.</dd><dt class="svelte-cw30hy">Phone</dt> <dd class="svelte-cw30hy">Their phone number.</dd><dt class="svelte-cw30hy">Organization name</dt> <dd class="svelte-cw30hy">The company they are with.</dd><dt class="svelte-cw30hy">Owner rep</dt> <dd class="svelte-cw30hy">The sales representative who owns this lead.</dd><dt class="svelte-cw30hy">Status</dt> <dd class="svelte-cw30hy">Where the lead stands, for example new or qualified.</dd><!--]--></dl></section><section id="sales.pipeline-fields-Opportunity" aria-label="Opportunity fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">Opportunity<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">What you call this deal.</dd><dt class="svelte-cw30hy">Lead</dt> <dd class="svelte-cw30hy">The lead it came from.</dd><dt class="svelte-cw30hy">Owner rep</dt> <dd class="svelte-cw30hy">The sales representative who owns this deal.</dd><dt class="svelte-cw30hy">Pipeline</dt> <dd class="svelte-cw30hy">The pipeline it moves through.</dd><dt class="svelte-cw30hy">Stage</dt> <dd class="svelte-cw30hy">The stage it is at now.</dd><dt class="svelte-cw30hy">Expected value cents</dt> <dd class="svelte-cw30hy">What you expect the deal to be worth, in cents.</dd><dt class="svelte-cw30hy">Currency</dt> <dd class="svelte-cw30hy">The currency of that value.</dd><dt class="svelte-cw30hy">Probability</dt> <dd class="svelte-cw30hy">How likely it is to close, as a decimal (0.5 is 50%).</dd><dt class="svelte-cw30hy">Expected close at</dt> <dd class="svelte-cw30hy">When you expect it to close.</dd><dt class="svelte-cw30hy">Status</dt> <dd class="svelte-cw30hy">open, won or lost.</dd><!--]--></dl></section><section id="sales.pipeline-fields-PipelineDefinition" aria-label="PipelineDefinition fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">PipelineDefinition<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Key</dt> <dd class="svelte-cw30hy">A short code for the pipeline.</dd><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">What the pipeline is called.</dd><dt class="svelte-cw30hy">Is default</dt> <dd class="svelte-cw30hy">Turn this on to use it for new deals.</dd><dt class="svelte-cw30hy">Status</dt> <dd class="svelte-cw30hy">Whether the pipeline is in use.</dd><dt class="svelte-cw30hy">Metadata</dt> <dd class="svelte-cw30hy">Extra details kept with the pipeline.</dd><!--]--></dl></section><section id="sales.pipeline-fields-PipelineStage" aria-label="PipelineStage fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">PipelineStage<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Pipeline</dt> <dd class="svelte-cw30hy">The pipeline this stage belongs to.</dd><dt class="svelte-cw30hy">Key</dt> <dd class="svelte-cw30hy">A short code for the stage.</dd><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">What the stage is called.</dd><dt class="svelte-cw30hy">Sort order</dt> <dd class="svelte-cw30hy">Where it comes in the pipeline.</dd><dt class="svelte-cw30hy">Probability</dt> <dd class="svelte-cw30hy">How likely a deal at this stage is to close, as a decimal.</dd><dt class="svelte-cw30hy">Is won</dt> <dd class="svelte-cw30hy">Turn this on for the stage that means the deal is won.</dd><dt class="svelte-cw30hy">Is lost</dt> <dd class="svelte-cw30hy">Turn this on for the stage that means the deal is lost.</dd><!--]--></dl></section><section id="sales.pipeline-fields-SalesActivity" aria-label="SalesActivity fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">SalesActivity<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Subject kind</dt> <dd class="svelte-cw30hy">What the activity is about: a lead or an opportunity.</dd><dt class="svelte-cw30hy">Subject id</dt> <dd class="svelte-cw30hy">The lead or opportunity it is about.</dd><dt class="svelte-cw30hy">Activity kind</dt> <dd class="svelte-cw30hy">The kind of activity, for example call, note or email.</dd><dt class="svelte-cw30hy">Summary</dt> <dd class="svelte-cw30hy">What happened or what needs doing.</dd><dt class="svelte-cw30hy">Due at</dt> <dd class="svelte-cw30hy">When it is due.</dd><dt class="svelte-cw30hy">Completed at</dt> <dd class="svelte-cw30hy">When it was done.</dd><!--]--></dl></section><!--]--></section><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-19vasns"><summary aria-disabled="false" class="svelte-19vasns"><span>Connect other tools</span><span class="chevron svelte-19vasns" aria-hidden="true">⌄</span></summary> <div class="content svelte-19vasns"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
68
+ generated by s-m-r-t from the model; none of it was written by hand.</p> <!--[--><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">Lead</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">10</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/leads/findByStatus</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/leads/findByOwner</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/leads/listInbox</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/leads/qualify</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/leads/mergeLeads</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/leads/activitiesIncludingMerged</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/leads</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/leads/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/leads</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/leads/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">9</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">lead_create</code></li><li><code class="svelte-kxkftj">lead_get</code></li><li><code class="svelte-kxkftj">lead_list</code></li><li><code class="svelte-kxkftj">leadcollection_activitiesincludingmerged</code></li><li><code class="svelte-kxkftj">leadcollection_findbyowner</code></li><li><code class="svelte-kxkftj">leadcollection_findbystatus</code></li><li><code class="svelte-kxkftj">leadcollection_listinbox</code></li><li><code class="svelte-kxkftj">leadcollection_mergeleads</code></li><li><code class="svelte-kxkftj">leadcollection_qualify</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">17</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">lead_create</code></li><li><code class="svelte-kxkftj">lead_delete</code></li><li><code class="svelte-kxkftj">lead_get</code></li><li><code class="svelte-kxkftj">lead_getAcquisitionContext</code></li><li><code class="svelte-kxkftj">lead_getMetadata</code></li><li><code class="svelte-kxkftj">lead_isMerged</code></li><li><code class="svelte-kxkftj">lead_isQualified</code></li><li><code class="svelte-kxkftj">lead_list</code></li><li><code class="svelte-kxkftj">lead_setAcquisitionContext</code></li><li><code class="svelte-kxkftj">lead_setMetadata</code></li><li><code class="svelte-kxkftj">lead_update</code></li><li><code class="svelte-kxkftj">leadcollection_activitiesIncludingMerged</code></li><li><code class="svelte-kxkftj">leadcollection_findByOwner</code></li><li><code class="svelte-kxkftj">leadcollection_findByStatus</code></li><li><code class="svelte-kxkftj">leadcollection_listInbox</code></li><li><code class="svelte-kxkftj">leadcollection_mergeLeads</code></li><li><code class="svelte-kxkftj">leadcollection_qualify</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">6</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">activitiesIncludingMerged(leadId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByOwner(ownerRepId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByStatus(status: LeadStatus)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getAcquisitionContext()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getMetadata()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">initialize()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isMerged()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isQualified()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">listInbox(options: LeadInboxOptions)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">mergeLeads(params: MergeLeadsParams)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">qualify(params: QualifyLeadParams)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setAcquisitionContext(context: Record&lt;string, unknown>)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setMetadata(metadata: Record&lt;string, unknown>)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">Opportunity</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">7</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/opportunities/findByLead</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/opportunities/findOpen</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/opportunities/moveToStage</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/opportunities</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/opportunities/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/opportunities</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/opportunities/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">5</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">opportunity_get</code></li><li><code class="svelte-kxkftj">opportunity_list</code></li><li><code class="svelte-kxkftj">opportunitycollection_findbylead</code></li><li><code class="svelte-kxkftj">opportunitycollection_findopen</code></li><li><code class="svelte-kxkftj">opportunitycollection_movetostage</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">12</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">opportunity_create</code></li><li><code class="svelte-kxkftj">opportunity_delete</code></li><li><code class="svelte-kxkftj">opportunity_get</code></li><li><code class="svelte-kxkftj">opportunity_getMetadata</code></li><li><code class="svelte-kxkftj">opportunity_isClosed</code></li><li><code class="svelte-kxkftj">opportunity_isOpen</code></li><li><code class="svelte-kxkftj">opportunity_list</code></li><li><code class="svelte-kxkftj">opportunity_setMetadata</code></li><li><code class="svelte-kxkftj">opportunity_update</code></li><li><code class="svelte-kxkftj">opportunitycollection_findByLead</code></li><li><code class="svelte-kxkftj">opportunitycollection_findOpen</code></li><li><code class="svelte-kxkftj">opportunitycollection_moveToStage</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">3</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">findByLead(leadId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findOpen(pipelineId?: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getMetadata()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">initialize()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isClosed()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isOpen()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">moveToStage(params: MoveToStageParams)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setMetadata(metadata: Record&lt;string, unknown>)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">PipelineDefinition</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">8</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinedefinitions/findByKey</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinedefinitions/findDefault</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinedefinitions/getStages</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinedefinitions/ensureDefaultPipeline</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/pipelinedefinitions</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/pipelinedefinitions/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinedefinitions</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/pipelinedefinitions/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">6</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">pipelinedefinition_get</code></li><li><code class="svelte-kxkftj">pipelinedefinition_list</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_ensuredefaultpipeline</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_findbykey</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_finddefault</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_getstages</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">12</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">pipelinedefinition_create</code></li><li><code class="svelte-kxkftj">pipelinedefinition_delete</code></li><li><code class="svelte-kxkftj">pipelinedefinition_get</code></li><li><code class="svelte-kxkftj">pipelinedefinition_getMetadata</code></li><li><code class="svelte-kxkftj">pipelinedefinition_isActive</code></li><li><code class="svelte-kxkftj">pipelinedefinition_list</code></li><li><code class="svelte-kxkftj">pipelinedefinition_setMetadata</code></li><li><code class="svelte-kxkftj">pipelinedefinition_update</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_ensureDefaultPipeline</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_findByKey</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_findDefault</code></li><li><code class="svelte-kxkftj">pipelinedefinitioncollection_getStages</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">4</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">ensureDefaultPipeline(params?: EnsureDefaultPipelineParams)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByKey(key: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findDefault()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getMetadata()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getStages(pipelineId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">isActive()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setMetadata(metadata: Record&lt;string, unknown>)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">PipelineStage</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">6</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinestages/findByPipeline</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinestages/findByKey</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/pipelinestages</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/pipelinestages/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/pipelinestages</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/pipelinestages/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">4</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">pipelinestage_get</code></li><li><code class="svelte-kxkftj">pipelinestage_list</code></li><li><code class="svelte-kxkftj">pipelinestagecollection_findbykey</code></li><li><code class="svelte-kxkftj">pipelinestagecollection_findbypipeline</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">2</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">findByKey(pipelineId: string, key: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByPipeline(pipelineId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getMetadata()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isTerminal()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setMetadata(metadata: Record&lt;string, unknown>)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">SalesActivity</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">5</span></h4> <ul 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title="Leads &amp; pipeline options" aria-label="Leads &amp; pipeline options" aria-current="page" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" class="svelte-tlrjgw"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1r2e3yg">Leads &amp; pipeline options</h1></header> <!--[--><section class="recipe svelte-1e5i8ao" aria-label="Leads &amp; pipeline"><header class="svelte-1e5i8ao"><!--[-1--><!--]--> <p class="svelte-1e5i8ao">Capture leads and move them through your sales stages.</p> <p class="meta svelte-1e5i8ao"><code>sales.pipeline</code> · from
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+ Sales</p> <!--[-1--><!--]--> <div class="actions"><button type="button" class="svelte-1e5i8ao">Add Leads &amp; pipeline to my app</button></div></header> <div class="adds svelte-1e5i8ao"><!----><h2 class="svelte-1e5i8ao">What it adds<!----></h2><!----> <ul class="svelte-1e5i8ao"><!--[--><li><!--[-1-->Leads<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for Lead</span></li><li><!--[-1-->Opportunities<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for Opportunity</span></li><li><!--[-1-->Pipelines<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for PipelineDefinition</span></li><!--]--></ul></div> <!--[-1--><p class="meta svelte-1e5i8ao">Add this recipe to set its options.</p><!--]--></section><!--]--></main><!--]--><!--]--><!----><!----><!----></main> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[0--><aside id="smrt-admin-shell-right-panel" class="smrt-admin-shell__edge smrt-admin-shell__edge--right svelte-1x3knxs" data-state="collapsed" data-presentation="overlay" aria-label="Right sidebar"><!--[-1--><!--]--><!----> <!--[-1--><!--]--> <div class="smrt-admin-shell__rail svelte-1x3knxs"><!--[-1--><!--]--><!----> <!--[0--><!--]--></div> <!--[-1--><!--]--></aside><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[0--><footer id="smrt-admin-shell-bottom-panel" class="smrt-admin-shell__edge smrt-admin-shell__edge--bottom svelte-1x3knxs" data-state="collapsed" data-presentation="overlay" style="--edge-columns: 0px minmax(0, 1fr) 0px;"><!--[-1--><!--]--> <div class="smrt-admin-shell__band smrt-admin-shell__band--bottom svelte-1x3knxs" style="--band-column: 2;"><!--[-1--><!--]--><!----> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--><!----> <!--[-1--><!--]--></div> <!--[-1--><!--]--> <!--[-1--><!--]--></footer><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div><!----></div><!----><!----><!--]--><!--]--> <!--[-1--><!--]--><!--]-->
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