small-business-crm-maintenancelisted

# CRM Maintenance ## Quick start Pull context from the referenced email or calendar event, resolve the right HubSpot contact and deal, log the activity, and surface what changed. For a deal cleanup, audit the deal against recent email/calendar activity and propose updates — never apply them without approval. ``` User: "log this call to the Acme deal" → Read the most recent completed calendar event → Confirm attendees map to the Acme deal's contacts → Write a call activity on the Acme deal → Report: "Logged call to Acme Q2 Expansion. [deal link]" ``` ## Workflow 1. **Identify intent.** Decide which of three paths applies from the user's message and context: - **Email path** — "update my CRM", "add this to the deal", or any reference to an email thread - **Call path** — "log this call", "log the meeting", or any reference to a calendar event - **Cleanup path** — "clean up HubSpot", "is this deal up to date", or any request to audit a specific deal If the intent is ambiguous (e.g. "update HubSpot" with no referenced email/meeting/deal), ask which path before proceeding. 2. **Gather context.** - Email path: read the thread (subject, participants, last 1–3 messages). Identify the primary external contact. - Call path: read the calendar event (title, attendees, time, description). If no event was specified, use the most recent completed meeting in the last 24 hours and confirm with the user before proceeding. - Cleanup path: pull the deal (stage, amount,