crm-client-lifecycle
Pass
Audited by Gen Agent Trust Hub on Mar 13, 2026
Risk Level: SAFENO_CODE
Full Analysis
- [SAFE]: The skill provides conceptual guidance and best practices for CRM management in wealth advisory firms. No malicious instructions or patterns were identified.
- [NO_CODE]: The skill contains no executable code, scripts, or tool calls. It is a documentation-only skill that functions as a knowledge base for an AI agent.
Audit Metadata