Note on a client
dosai_add_contact_noteA note on the client's card (and on a deal, if given). Visible to the team, never sent to the client. Editor or above.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| text | Yes | ||
| deal_id | No | Deal id, as returned by dosai_list_deals (a deal is a lead of the CRM). | |
| contact_id | Yes | ||
| workspace_id | Yes | CRM project (workspace) id, as returned by dosai_list_workspaces. |