Manage Leads

作者 hunter-io44f0f5689d2d无许可证8 个星标收录于 2026年10月8日更新于 2026年10月8日仓库今天更新

Manages individual leads in Hunter — create, look up, update, or delete leads, tag them, and set custom attributes. Use when the user wants to add or edit a lead, tag contacts, organize leads with custom fields, or clean up their lead database.

仅含说明Marketing & Sales
AI 生成的概览

管理 Hunter 潜在客户:创建、查询、更新、删除、打标签,并管理自定义属性定义。

功能
该技能指导代理使用 Hunter 的潜在客户工具管理 Hunter 账户中的单个潜在客户。涵盖创建或更新潜在客户、检查潜在客户是否存在、读取潜在客户、添加和移除标签,以及管理标签和自定义属性的定义。它还规定了破坏性和批量操作的确认防护措施,以及用于汇报变更的摘要格式。自定义属性的值无法设置在潜在客户上,只能管理属性定义。
适用场景
当用户想要添加或编辑潜在客户、检查某个邮箱是否已是潜在客户、为联系人打标签、用自定义字段整理潜在客户或清理潜在客户数据库时使用。它也适用于重命名或删除标签和自定义属性的请求。
运行要求
需要访问 Hunter 账户及其潜在客户相关工具(例如 Create-Lead-If-Missing、Update-Lead、List-Leads、Add-Tag-To-Lead 以及自定义属性工具)。该技能不附带脚本,仅为说明文档。查找或验证邮箱会消耗额度,而创建、更新、打标签和整理潜在客户是免费的。

Manage Leads

Create, update, tag, and organize the leads in a Hunter account.

Examples

  • /hunter:manage-leads Add [email protected] as a lead and tag her "priority"
  • "Update John's position to VP of Sales"
  • "Tag all these contacts as 'Q2 campaign'"
  • "Add a custom attribute 'deal size' to my leads"
  • "Delete the leads I imported by mistake"
  • "Do I already have [email protected] as a lead?"

Workflow

Create or update leads

  • Add a lead → Create-Lead-If-Missing to add without touching an existing lead's data, or Create-Or-Update-Lead when the user intends to update in place (it overwrites existing fields). Create-Lead forces a new record.
  • Check first → Lead-Exists to test whether an email is already a lead; Get-Lead / List-Leads to read.
  • Edit → Update-Lead with the lead ID and the fields to change.

Include all available built-in fields when creating (email, first_name, last_name, position, company, linkedin_url, phone_number). Custom-attribute values can't be set through the lead tools (see Custom attributes below) — only the built-in fields are accepted.

Tags

  • Manage the tag vocabulary → List-Lead-Tags, Create-Lead-Tag, Update-Lead-Tag, Delete-Lead-Tag.
  • Apply/remove on a lead → Add-Tag-To-Lead, Remove-Tag-From-Lead.
  • If the user references a tag that doesn't exist yet, offer to create it before applying.

Custom attributes

  • Manage the definitions: List-Custom-Attributes to see them, Create-Custom-Attribute to add one (a label only — there is no type parameter), and Get-Custom-Attribute / Update-Custom-Attribute / Delete-Custom-Attribute to manage.
  • Note: the lead write tools expose only the built-in fields (email, name, position, company, …). There is currently no API to set a custom attribute's value on a lead, so this skill manages attribute definitions, not their per-lead values.

Present a summary

# Lead Updated: Jane Smith ([email protected])
| Field | Value ||-------|-------|| **Position** | VP of Engineering || **Company** | Stripe || **Tags** | priority, Q2 campaign |
## Next Actions1. Add her to a leads list (lead-lists skill)2. Add her to an outreach sequence (build-sequences skill)3. Push to your CRM (push-to-crm skill)

Guardrails

Confirm before any destructive action — state the operation, the affected count, and the target, then wait for an explicit "yes":

  • Delete-Lead — name the lead being deleted.
  • Bulk-Delete-Leads — takes explicit lead_ids or a leads_list_id (not free-form criteria), max 100 ids per call: resolve the target ids first (e.g. via List-Leads), then confirm "This permanently deletes [N] leads." and batch in groups of 100.
  • Bulk-Move-Leads — echo how many leads and the destination list; both source and destination must be static lists (dynamic/saved lists are rejected).
  • Delete-Lead-Tag, Delete-Custom-Attribute — these affect every lead using them; say so.
  • Update-Lead-Tag, Update-Custom-Attribute — renaming a tag or attribute label changes it across every lead that uses it and can't be undone; confirm before a global rename.

Never run a delete or bulk operation without explicit confirmation.

Credit Cost

Free — creating, updating, tagging, and organizing leads does not consume credits. (Finding or verifying the underlying emails does.)

Important Notes

  • Create-Lead-If-Missing adds without overwriting; Create-Or-Update-Lead updates in place (overwrites existing fields). Both avoid duplicates — pick by whether you want to overwrite.
  • Deleting a tag or custom attribute affects all leads that use it — confirm scope first.
  • List-Leads returns up to 100 leads per page — use offset to paginate through large accounts.

来源与署名

来源:hunter-io/claude-plugin位于skills/manage-leads提交44f0f56

许可证: 无许可证

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