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Sales

•
Version: 10
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CRMScript classes

There are no native CRMScript classes pertaining to sales. Use the NetServer classes:

  • NSSaleAgent
  • NSSale
  • NSSaleEntity
  • NSSaleStakeholder
  • NSSaleStageEntity
  • NSSaleType

Frequently used fields

Field Description
sale_id ID
heading Short description
associate_id Owner
source_id Origin of the lead
amount Total sale amount
project_id Optional project reference
contact_id Company
saleType_id Type of sale
status EnumSaleStatus 1 = open, 2 = sold, 3 = lost, 4 = stalled
done EnumSaleDone 0 = unknown, 1 = no, 2 = yes

For a complete list of fields, see the database reference.

Timestamp values

Field Description
registered UtcDateTime of registration
updated UtcDateTime of last update
saledate Expected closing time or when it was lost/won (DateTime)
nextDueDate Closest future activity date
If nothing is planned: the most recent activity

How-tos and examples

  • Record a sale (lead)
  • Retrieve a sale
  • Update or delete a sale
  • Working with won and lost sales
  • Working with stakeholders
  • Sales guides and stages
  • Currency
  • Samples
In This Article
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