Add Note to RD Station CRM Deal
rdcrm_add_noteAdd text annotations to deal timelines to capture client feedback, discounts, or follow-ups. Provide deal ID and note content; optionally identify the author.
Instructions
Add a text note (annotation) to a deal's timeline.
The author can be given by user_id, by email/name in 'user', or omitted when the account has a single user.
Use when: "note on the Acme deal: client asked for a discount".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| text | Yes | The note content (plain text) | |
| user | No | Author by email or name (resolved automatically; omit if the account has a single user) | |
| deal_id | Yes | Deal to annotate | |
| user_id | No | Author user ID |