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One way of reaching your sales target is to increase the number of activities you start and complete. But it all starts with registering leads.

Find company ID from ticket ID

You might be picking up leads such as up-sells to existing customers from Service tickets. Here’s how to get the contact ID from the ticket:

Create a follow-up for a sale

The generic procedure is like this. The details are up to you.
  1. Retrieve an existing sale or create a new.
  2. Create the new follow-up and save it.
  3. Call SetAppointment() to link the follow-up to the sale.
  4. Save the sale.
The follow-up you created is an NSAppointmentEntity, but SetAppointment() takes an NSAppointment. You can’t pass the saved follow-up directly, but need to fetch the corresponding slim version by ID.
In this example, we use info from the sale to populate the new follow-up.