salesbuildr

Create a new contact in Salesbuildr

Create a new opportunity in Salesbuildr

Create a new quote with line items in Salesbuildr

Get detailed information for a specific Salesbuildr quote

Search for companies in Salesbuildr

Use this agent when an MSP sales manager or finance lead needs to analyze quote margin health across recent quotes in Salesbuildr. Trigger for: quote margin, margin analysis Salesbuildr, below margin threshold, discounted quotes, vendor cost change, margin trend, unapproved discount Salesbuildr, gross margin quotes. Examples: "show me all quotes below our target margin", "which products have had vendor cost increases that are eroding our margins", "find quotes where discounts were applied without approval"

Use this agent when an MSP sales team member needs to build, review, or standardize quotes in Salesbuildr. Trigger for: build a quote, create proposal, review quote pricing, validate line items, standardize pricing, find missing products, quote review, quote accuracy check. Examples: "build a quote for Acme Corp's server refresh", "review this quote for missing line items", "check if our pricing matches the approved price book for this proposal"

Use this skill when making API calls to Salesbuildr. Covers authentication via api-key header, pagination with offset-based from/size parameters, error handling patterns, and rate limiting (500 requests per 10 minutes).

Use this skill when searching for companies or contacts in Salesbuildr, looking up customer information, or creating new contacts. Covers company search, contact filtering by company, and contact creation with required fields.

Use this skill when managing sales opportunities in Salesbuildr - searching the pipeline, creating new opportunities, updating stages, and tracking deal values. Opportunities link companies and contacts to potential revenue.

Use this skill when searching for products in the Salesbuildr catalog, looking up pricing, or browsing by category. Products are items that can be added to quotes as line items.

Use this skill when creating, searching, or viewing quotes in Salesbuildr. Quotes contain line items (products) and are linked to companies, contacts, and optionally opportunities. Covers quote creation with products, searching quotes, and retrieving quote details with line items.