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twenty-partner-shortlist

Shortlist the Twenty partners who fit a lead, with the reason for each, and stop so the user can review. Use when the user asks who to introduce, who fits this deal, which partners to consider, or to match a lead to partners. Works from a lead folder's partner-match-criteria.md, or straight from an Opportunity's need and requirements for a website form submission that has no call behind it. Read-only - it never writes to the CRM and never writes emails. Chains forward into twenty-partner-intro once the user has picked.

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twentyhq/twenty

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