Sales deal stakeholders
A person on the deal team or on the customer side who has a role in a sales deal.
- API name:
salesdealstakeholders - Domain: Sales
- Modules: Sales analytics, Sales
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Deal | salesdealId | Reference | Yes | |
| User | userId | User | Internal user participating on this deal. The deal owner is on the deal header. | |
| Contact | customercontactId | Reference | Directory contact participating on this deal. Must belong to the deal customer. | |
| Side | side | Constant | Yes | Fixed option from the allowed set for this field. |
| Role | role | Constant | Yes | This person's role on the deal. The deal primary contact is on the deal header. |
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
Deal salesdealId | Sales deals | owned by |
User userId | Users | reference |
Contact customercontactId | Customer contacts | reference |
Actions
What you can do with a record. Every action also sends the webhook event salesdealstakeholders.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new stakeholder. | App · API · MCP · CLI |
| Edit | update | Save changes to this stakeholder. | App · API · MCP · CLI |
| Delete | delete | Delete this stakeholder and the data that belongs with it. This cannot be undone. | App · API · MCP · CLI |