所有範本

Busa Lead Funnel

rbf
v0.1.0

Deal sourcing pipeline for a BD/sourcing team triaging merchant and business financing leads: a kanban board across new/data-verified/scored/term-sheet-ready/rejected stages with deterministic rule-based lead scoring, notes, and stage history — never outreach, term sheets, or money movement

  • rbf
  • risk:local-write
  • surface:busabase

瀏覽不需登入。安裝時需要登入並選擇一個工作區。

1 / 5

安裝後,你可以向智能體 提問

  • “Summarize the latest Leads and flag what needs my attention.”
  • “Open Busa Lead Funnel and show me the items that need review.”

範本會連同 Base 一起安裝作者撰寫的手冊,智能體因此無須猜測資料結構。

安裝後會建立的內容

Base
2
應用
1
範例資料
3
檔案
21
智能體手冊
已包含

Base、欄位和範例資料會立即建立。應用程式碼和 智能體手冊則會作為變更請求提交,供你先行審核。