CRM
geni crm touchpoints
Log, edit, and delete interactions on a card's timeline.
Touchpoints are interactions logged on a deal card's timeline (email, call, meeting, etc.). Logging is card-scoped; edit and delete are by touchpoint id. This is a pure verb group with no default action.
log
geni crm touchpoints log card_01HX --json '{"channel":"call","occurredAt":"2026-06-21T15:00:00Z","direction":"outbound","summary":"Discussed pricing"}'Log an interaction on a card. --json is { channel, occurredAt, direction?, summary?, subject?, personId?, externalUrl? }.
| Arg / Flag | Notes |
|---|---|
<cardId> | Card id. |
--json <body> | Required. JSON touchpoint. |
update
geni crm touchpoints update tp_01HX --json '{"summary":"Updated summary"}'Edit a touchpoint. --json is the fields to change.
| Arg / Flag | Notes |
|---|---|
<id> | Touchpoint id. |
--json <body> | Required. JSON fields to change. |
delete
geni crm touchpoints delete tp_01HXDelete a touchpoint.
| Arg | Notes |
|---|---|
<id> | Touchpoint id. |