CRM: notes, contacts, reminders, deals

crm.note_added, crm.contact_added, crm.task_created and crm.deal_created. All name the client by name; none creates the client.

Actions this change touches

• crm.note_addedSaves a note on a client's record, naming the client: something to know next time, with no call and no date. For a call use crm.call_logged; for a dated reminder, crm.task_created.v1
• crm.contact_addedAdds a person (name, and optionally email, phone and role) to a client's record, naming the client. Does not make them the primary contact and does not create the client. If someone with that email or phone already existed, the reply says so but does not block it.v1
• crm.task_createdCreates a reminder (a task with date and time) on a client named by name. Does not log a call: that is crm.call_logged. Does not create the client if it does not exist.v1
• crm.deal_createdOpens a new deal in the pipeline for a client named by name, with a title, an optional value in USD, an optional stage (by name; without it, the first one) and an optional owner. Does not check for other open deals: it returns how many remain so a duplicate is visible. Does not win or lose it: that is crm.stage_moved.v1