Method
findDealsValue — Returns the total deal’s value for a Lead, Contact or Account.
Description
This method is used to calculate Deals total value for a Lead, Contact, Account on a certain stage/pipeline.
Minimum number of arguments for this method is four.
Structure of the method:
findDealsValue ('entity name', 'stage', 'pipeline', entity id)
Parameters
entity name — the name of the entity
stage — the Deal stage can be won, lost, pending or ‘*’ for all stages . Stage pending will consider all stages beside the won/lost stages.
pipeline — The pipeline name or ‘*’ for all pipelines
Examples
In the example below, we will show all the findDealsValue calculates the total Deals value for a given Lead
//Calculate Deals value for a Lead
{{findDealsValue('lead', '*', '*', id)}}
//Output:
// Total Deals value on all Stages/Pipelines for a Lead with a given id.
//Calculate Deals value for a Lead on stage 'won' and pipeline 'sales'.
{{findDealsValue('lead', 'won', 'sales', id)}}
//Output:
// Total Deals value on stage 'won' and pipeline 'sales' for a Lead with a given id.To stay updated with the latest features, news and how-to articles and videos, please join our group on Facebook, Flexie CRM Academy and subscribe to our YouTube channel Flexie CRM.