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CRM

geni crm search

Search people, companies, lists, pipelines, and cards in one query.

geni crm search <query> [flags]

Runs one query across every CRM entity and returns the mixed results. Use --type to narrow to a single kind.

Synopsis

geni crm search "acme"                       # everything matching "acme"
geni crm search "acme" --type company        # only companies
geni crm search "ada" --type person --json
FlagNotes
--type <kind>One of person, company, list, pipeline, card.
--limit-per-type <n>Max results per kind (1 to 20, default 6).
--jsonMachine-readable output.

Output

TYPE      ID          NAME            DETAIL
person    per_01HX…   Ada Lovelace    CTO @ Acme
company   cmp_01HX…   Acme            Tech · acme.com
pipeline  ppl_01HX…   New Business    sales · 12 Deals

CRM

Read and write the workspace's CRM from the command line, across people, companies, pipelines, lists, tags, notes, and tasks.

geni crm people

Search, get, create, update, and delete people in the lead database.

On this page

SynopsisOutput