Hello! Essentially currently certain information our Ops team need to onboard deals (e.g. specific systems the company uses)…

@BLaverack9 could you share a screenshot of your workflow? Generally, this can be solved by adding the criterion “AND Number…

Hi @BLaverack9 , This can be done with a company based workflow . You would enroll companies when “[source property] is known…

Thanks Karsten! I’ve set this workflow up, however I seem to have an issue where if a new deal is created for a Company that …

A way to complete deal properties based on company properties?

BLaverack9 February 22, 2024, 12:37pm 5

Thanks Karsten, that’s now working which is fab!

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