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This feature requires a Sales Premium license or the Growth plan.

Organizations as stakeholders

The contact_id is the ID of the organization and the person_id is 0.
We’re working with the contact database table here. Not to be confused with the company table!

Look up a company based on its domain

View company info

Read more about working with organizations.

Individuals as stakeholders

The contact_id is the ID of the organization (as before) but the person_id is 0.
We’re working with the person database table here. Not to be confused with the contact or associate tables!

Look up a person based their email address

View person info

Read more about working with persons.

List all stakeholders of a sale

Get from agent:
Get from current sale:

Create a stakeholder

List available roles

Add new stakeholder to a sale

Reference

NSSaleStakeholder

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