This feature requires a Sales Premium license or the Growth plan.
Organizations as stakeholders
Thecontact_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
Individuals as stakeholders
Thecontact_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
List all stakeholders of a sale
Get from agent:Create a stakeholder
List available roles
Add new stakeholder to a sale
Reference
NSSaleStakeholder
For a complete list of fields, see the database reference.