Multiple personas can associated to one deal. For example when closing a lease signature we can have in one deal
1) The Tenant
2) The Real Estate Agent
3) The landlord
Having all these personas linked to the deal is powerful as it allows personalization in workflows and it gives the full context to the support team.
In order to benefit from personalization, we have to go through complex workflows.
Use Case 1: At deal stage A I want to sent an email to the Real Estate agent but not the Tenant.
Current behavior
1) Create a deal centered workflow that enrolls all contacts in a contact workflow
2) Create an IF THEN branch in the contact workflow
3) IF contact = Real Estate Agent THEN send email
Desired behavior
1) Create a deal centered workflow
2) Send email to contact with the association label = Real Estate Agent
With this feature we can design scalable workflows and reduce complexity.
I absolutely need this feature. The same use case would exists for the different personas in the real estate transaction (lender, attorney, etc)