geni crm attribution-sources
List, create, rename, archive, and reorder the lead sources a pipeline card can be attributed to.
Attribution sources are the lead-source options a pipeline card can carry (Organic, Referral, "Jackson Referral", …). They are shared across every pipeline in the workspace. With no verb, geni crm attribution-sources lists them; the verb subcommands create, update (rename or archive), and reorder. Set one on a card with geni crm cards update <id> --json '{"attributionSourceId":"…"}'.
list (default)
geni crm attribution-sources --include-archivedList the workspace lead sources, in picker order. By default archived sources are hidden; pass --include-archived to show them.
| Flag | Notes |
|---|---|
--include-archived | Include archived sources. |
--json | Machine-readable output. |
create
geni crm attribution-sources create --json '{"name":"Jackson Referral"}'Create a lead source. Reuses the existing source if one with the same name already exists (reactivating it if it was archived). --json is { name }.
| Flag | Notes |
|---|---|
--json <body> | Required. JSON source definition. |
update
geni crm attribution-sources update src_01HX --json '{"isArchived":true}'Rename or archive a lead source. Archiving hides it from the picker without dropping it from the cards that already reference it. --json is { name?, isArchived? }.
| Arg / Flag | Notes |
|---|---|
<id> | Attribution source id. |
--json <body> | Required. JSON fields to change. |
reorder
geni crm attribution-sources reorder --json '{"orderedIds":["src_01HX","src_01HY"]}'Persist a new picker order. --json is { orderedIds: [id, …] }.
| Flag | Notes |
|---|---|
--json <body> | Required. JSON with orderedIds. |