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CRM

geni crm pipelines

List, get, create, update, and delete deal and candidate pipelines.

Deal, candidate, and engagement pipelines. With no verb, geni crm pipelines lists them; the verb subcommands get one (optionally with its board), create, update, and delete.

list (default)

geni crm pipelines

List every pipeline with its stage and card counts.

FlagNotes
--jsonMachine-readable output.

get

geni crm pipelines get ppl_01HX --board

Print one pipeline's stages. Add --board to also list its open cards in board order.

Arg / FlagNotes
<id>Pipeline id.
--boardInclude the open cards in board order.
--jsonMachine-readable output.

create

geni crm pipelines create --template --json '{"kind":"sales","name":"New Business"}'

Create a pipeline. --json is a custom { name, cardLabel, stages[] }, or with --template a { kind: sales|recruiting, name? }.

FlagNotes
--templateCreate from a built-in template instead of custom stages.
--json <body>Required. JSON pipeline definition.

update

geni crm pipelines update ppl_01HX --json '{"name":"Renamed pipeline","archived":true}'

Update a pipeline. --json is { name?, cardLabel?, archived? }.

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

delete

geni crm pipelines delete ppl_01HX

Delete a pipeline. This cascades its cards and history.

ArgNotes
<id>Pipeline id.

geni crm tasks

List, create, edit, resolve, and delete CRM tasks.

geni crm stages

Add, edit, reorder, and delete a pipeline's stages.

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