Update account
crm_update_accountCorrect or deepen the account narrative. Only the fields you pass change. Provenance survives updates (CRM-9): why_them and source_url can be corrected, never blanked. Status moves have their own command, with its own rules.
PARKING IS NOT A STATUS MOVE (CRM-18). status is a judgement about where a pursuit sits; parking is a fact about what happened to it — both intake routes dead, the sponsor left, a reorganisation in flight. An account parked at researching is still at researching, and says why nobody is spending time on it. Parking needs a reason, is reversible with park="", and takes the account out of the worklists until it comes back. Effects: account narrative updated; account parked or unparked, with the reason kept.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| hook | No | The one-sentence opener you would actually use. | |
| name | No | Rename, if the company did. | |
| park | No | Why this account should be left alone, as a fact about what happened. Empty string unparks it. Read by whoever considers reopening it, so "both intake routes dead: form errors, research@ bounced 11 Sep" is useful and "not worth it" is not. | |
| tier | No | 1–3. Tier semantics are yours; 1 usually means "worth a hand-written approach". | |
| vertical | No | Industry vertical, your taxonomy. | |
| why_them | No | Correcting, not blanking (CRM-9). | |
| account_id | Yes | The account. An existing account id. | |
| owner_note | No | Working notes. | |
| source_url | No | Correcting, not blanking (CRM-9). | |
| trigger_event | No | What changed that makes now the moment. A fact, with the source in source_url. |