CRM
geni crm stages
Add, edit, reorder, and delete a pipeline's stages.
Stages live under their owning pipeline, so every command takes the pipeline id. This is a pure verb group with no default action.
add
geni crm stages add ppl_01HX --json '{"name":"Qualified","phase":"active","position":2}'Add a stage to a pipeline. --json is { name, phase?, outcome?, position?, ... }.
| Arg / Flag | Notes |
|---|---|
<pipelineId> | Pipeline id. |
--json <body> | Required. JSON stage definition. |
update
geni crm stages update ppl_01HX stg_01HX --json '{"name":"Discovery","color":"blue"}'Update a stage. --json is { name?, phase?, outcome?, weight?, color?, ... }.
| Arg / Flag | Notes |
|---|---|
<pipelineId> | Pipeline id. |
<stageId> | Stage id. |
--json <body> | Required. JSON fields to change. |
reorder
geni crm stages reorder ppl_01HX stg_01HX stg_01HY stg_01HZReorder a pipeline's stages. Pass all stage ids in the desired order.
| Arg | Notes |
|---|---|
<pipelineId> | Pipeline id. |
<stageIds...> | All stage ids in the desired order. |
delete
geni crm stages delete ppl_01HX stg_01HXDelete a stage.
| Arg | Notes |
|---|---|
<pipelineId> | Pipeline id. |
<stageId> | Stage id. |