Sales

CRMScript classes

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

Frequently used fields

FieldDescription
sale_idID
headingShort description
associate_idOwner
source_idOrigin of the lead
amountTotal sale amount
project_idOptional project reference
contact_idCompany
saleType_idType of sale
statusEnumSaleStatus 1 = open, 2 = sold, 3 = lost, 4 = stalled
doneEnumSaleDone 0 = unknown, 1 = no, 2 = yes

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

Timestamp values

FieldDescription
registeredUtcDateTime of registration
updatedUtcDateTime of last update
saledateExpected closing time or when it was lost/won (DateTime)
nextDueDateClosest future activity date
If nothing is planned: the most recent activity

How-tos and examples