CRM Config

📄️ Export the org's entire CRM shape as one document

Export the org's entire CRM shape as one document

Make the org match a shape document (idempotent; supports dry_run)

List deal pipelines (read-only)

List deal stages (with deal counts)

Create or update a deal stage (by name)

Set deal stage order

Retire a deal stage (hides it; keeps the row and its deals)

Delete a deal stage (refused while deals are on it)

List contact lifecycle stages

Create or update a contact lifecycle stage (by name)

Set contact lifecycle stage order

Delete a lifecycle stage (refused while contacts are on it)

Get the Contacts lifecycle board settings

Set the Contacts lifecycle board settings

List custom field definitions

Create or update a custom field (by entity_type + name)

Retire a custom field (stored values are kept)

List task types and their statuses

Create or update a task type (by name)

Retire a task type

List standard (built-in) dropdown fields and their options

Replace a standard field's dropdown options

Get the org-level field layout for an entity view

Set the org-level field layout for an entity view