clickmax-leads-activity-analysis

When this applies

Use this skill when the user needs the raw or grouped activity stream behind CRM behavior: per-lead timelines, system activity groups, owner-level activity counts/timeseries, or opportunity-card activity.

Not this skill:

• tag lifecycle views -> clickmax-tags
• the Activities queue (follow-up tasks + booked appointments: what is late, the team's agenda, closing a batch) -> clickmax-activities. Same word, different data: this skill reads the event log of what HAPPENED, that one reads work someone owes or booked
• high-level KPI dashboard reading with no need for raw event streams -> use the direct analytics tools
• kanban/pipeline card mutation -> clickmax-pipelines

Key assumptions

• per-lead lookups are cheaper and safer when the lead is already known
• system-list/system-by-lead are derived grouped views, not manual tags
• owner stats/timeseries/count are aggregate activity tools, not row-level cohort discovery
• opportunity activity requires cardId
• timeline rows carry who did it (actorId/actorType: user = a person of the workspace, system = nobody did it by hand, e.g. public booking link, calendar sync, automatic no-show); older rows may have neither, which means "not recorded", not "system"

Thought process

1. Decide whether the user needs a raw timeline, a grouped system view, or owner-level aggregates.
2. Prefer per-lead/per-card calls when the entity is known.
3. Use aggregate activity tools only when the question is about counts or trends.

Execute guide

• Use mcp__plugin_clickmax_clickmax__lead_activities_list for filtered activity cohorts, passing pagination plus the relevant date window and any needed pipeline, actor, or event-name filters.
• Use mcp__plugin_clickmax_clickmax__lead_activities_list_by_lead for one lead's raw timeline, passing the lead id as leadId (not id) plus pagination.
• Use mcp__plugin_clickmax_clickmax__lead_activities_metrics_by_lead when the question is about one lead's activity totals or derived metrics inside a specific date window.
• Use mcp__plugin_clickmax_clickmax__lead_activities_system_by_lead when the user wants the grouped system view for one lead rather than the raw event stream.
• Use mcp__plugin_clickmax_clickmax__lead_activities_opportunity_list for opportunity-card activity, passing the cardId and pagination.
• Use mcp__plugin_clickmax_clickmax__lead_activities_owner_stats for owner-level concentration or summary questions across a date window.
• Use mcp__plugin_clickmax_clickmax__lead_activities_owner_timeseries for owner-level change-over-time questions across a date window.
• Use mcp__plugin_clickmax_clickmax__lead_activities_owner_count when the user only needs owner activity counts, not a trend series.
• For did X cohorts, build a system activity/tag list for X, inspect a small page to confirm event/category fields, then paginate as needed.
• For did X but not Y cohorts, get both cohorts with the same time assumptions, dedupe by lead, subtract Y from X, and report the remaining leads.
• When comparing several streams, keep the same date window and filters so the results stay comparable.

Report

• Open with the scope assumed: lead timeline, opportunity activity, grouped system view, or owner aggregate.
• Present timelines chronologically and group them by meaningful phases when possible.
• For aggregates, lead with what changed, where activity is concentrated, and the strongest visible trend.
• Keep raw event payloads out unless the user explicitly asks.
• If the result set is long, show the most relevant items first and summarize the remainder as +N more.

Warnings

• Do not confuse grouped system activity with manual tag assignment.
• Do not use owner-level aggregates as if they were a lead timeline.
• Do not guess opportunity activity from lead activity; use the card-specific tool.

Anti-patterns

• Dumping every event row without synthesis.
• Guessing a card id from lead context.
• Answering a timeline question with only aggregates.

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Clickmax skill revision: 30bc1243c2ed