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SalesVersion 1.0.0Low

Profile Enrichment

Enriches the lead profile with company data and records interaction history. Use after capture to complete the card.

Pack: Leads & Sales
Download .zipInstall on my agent · Lead Capture Agent

Procedure

  1. 1Read the current lead card and spot empty fields
  2. 2Complete only with data present in connected sources (CRM, Sheets, Notes)
  3. 3Add a timestamped note for each interaction
  4. 4Flag fields still unknown, never fill them with assumptions
  5. 5Update the CRM card

Rules

  • · No invented data: sources or 'not available'
  • · No personal data beyond what is needed (name, role, company)
  • · Every addition must carry date and source

Expected output

Updated lead card + list of still-missing fields + sources used

When not to use it

  • · Company data unavailable in connected sources: ask, do not guess
  • · Bulk scraping request: outside the least-privilege principle

Example requests

«Complete Marco Bianchi's card with what you know»