Search Results: dex-personal-crm

dex-skill

Manage your Dex personal CRM — search, create, and update contacts, log interaction notes, set follow-up reminders, organize contacts with tags and groups, and manage custom fields. Use this skill when the user wants to: (1) Find or look up a contact, (2) Add or edit contact details, (3) Log a meeting, call, or interaction note, (4) Set a reminder or follow-up task, (5) Organize contacts into groups or apply tags, (6) Track custom data with custom fields, (7) Merge duplicate contacts, (8) Review their relationship history or prepare for a meeting, (9) Authenticate with Dex via /dex-login, or any other personal CRM task involving their professional network.