CRM
geni crm lists
List, manage, and edit the members of lead lists.
Lead lists are purposed collections of people or companies. With no verb, geni crm lists lists them; the verb subcommands get one, create, update, delete, and add or remove members.
list (default)
geni crm lists --type companyList the lead lists. Filter to one kind with --type.
| Flag | Notes |
|---|---|
--type <type> | Only person or company lists. |
--json | Machine-readable output. |
get
geni crm lists get lst_01HXPrint one list's record.
| Arg | Notes |
|---|---|
<id> | List id. |
create
geni crm lists create --json '{"name":"Q3 target ICP","type":"company","purpose":"Series B fintech in the US"}'Create a list. --json is { name, type: person|company, purpose? }.
| Flag | Notes |
|---|---|
--json <body> | Required. JSON list definition. |
update
geni crm lists update lst_01HX --json '{"name":"Q4 target ICP"}'Update a list. --json is { name?, purpose? }.
| Arg / Flag | Notes |
|---|---|
<id> | List id. |
--json <body> | Required. JSON fields to change. |
delete
geni crm lists delete lst_01HX lst_01HYDelete one or more lists by id.
| Arg | Notes |
|---|---|
<ids...> | List ids to delete. |
add
geni crm lists add lst_01HX per_01HX per_01HYAdd people or companies to a list.
| Arg | Notes |
|---|---|
<listId> | List id. |
<entityIds...> | Person or company ids to add. |
remove
geni crm lists remove lst_01HX per_01HXRemove one member from a list.
| Arg | Notes |
|---|---|
<listId> | List id. |
<entityId> | Person or company id to remove. |