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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 company

List the lead lists. Filter to one kind with --type.

FlagNotes
--type <type>Only person or company lists.
--jsonMachine-readable output.

get

geni crm lists get lst_01HX

Print one list's record.

ArgNotes
<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? }.

FlagNotes
--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 / FlagNotes
<id>List id.
--json <body>Required. JSON fields to change.

delete

geni crm lists delete lst_01HX lst_01HY

Delete one or more lists by id.

ArgNotes
<ids...>List ids to delete.

add

geni crm lists add lst_01HX per_01HX per_01HY

Add people or companies to a list.

ArgNotes
<listId>List id.
<entityIds...>Person or company ids to add.

remove

geni crm lists remove lst_01HX per_01HX

Remove one member from a list.

ArgNotes
<listId>List id.
<entityId>Person or company id to remove.

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