manage-leads

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 Actions
1. 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)