Upvote! I run a training program and students can apply to start on different dates and with different areas of concentration. When they apply, they become a contact in our system, and I then automatically create them as a deal in our interview pipeline.
I then want to be able to filter the deals by a few key properties (e.g. start date or area of concentration), but those properties live in the contact record, not the deal record.
I’d love the create custom deal properties for start date and area of concentration, and then use a workflow to duplicate the values from the contact record into the deal record.
Any news on when this feature may be implemented?