pipeline_upsert
Add or update a customer or investor in a local markdown CRM and append notes to their log, so solo founders can track pipeline stages and next steps.
Instructions
Add or update a customer/investor in the local markdown CRM, appending to its log.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| note | No | ||
| stage | Yes | ||
| company | No | ||
| nextStep | No |