Manage Leads

作者 hunter-io44f0f5689d2d無授權條款8 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新

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.

僅含說明Marketing & Sales
AI 產生的概覽

管理 Hunter 潛在客戶:建立、查詢、更新、刪除、加上標籤,並管理自訂屬性定義。

功能
此技能會引導代理使用 Hunter 的潛在客戶工具,管理 Hunter 帳戶中的個別潛在客戶。內容涵蓋建立或更新潛在客戶、檢查潛在客戶是否已存在、讀取潛在客戶、新增與移除標籤,以及管理標籤和自訂屬性的定義。它也訂定了破壞性與批次操作的確認防護措施,以及用來回報變更的摘要格式。自訂屬性的值無法設定在潛在客戶上,只能管理屬性定義。
適用情境
當使用者想要新增或編輯潛在客戶、檢查某個電子郵件是否已是潛在客戶、為聯絡人加上標籤、用自訂欄位整理潛在客戶,或清理潛在客戶資料庫時使用。它也適用於重新命名或刪除標籤與自訂屬性的要求。
執行需求
需要存取 Hunter 帳戶及其潛在客戶相關工具(例如 Create-Lead-If-Missing、Update-Lead、List-Leads、Add-Tag-To-Lead 以及自訂屬性工具)。此技能不隨附指令碼,僅為指示文件。尋找或驗證電子郵件會消耗額度,而建立、更新、加上標籤與整理潛在客戶則是免費的。

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.

來源與署名

來源:hunter-io/claude-plugin位於skills/manage-leads提交44f0f56

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