Hi,
I’d like to create a contact property that register the last deal created for that contact.
For instance, if a contact has 3 deals called “test1”, “test2” & “test3” created in 2019, 2020 & 2021, then thi contact property would be filled with “test 3”.
Is there any way to do this easily through workflow for instance?
Thank you in advance.
Hi @SEvrard,
Yes, this can be achieved with a simple deal-based workflow:
This workflow would check for newly created deals, wait a moment (for a user to add a Deal name) and then copy it into the associated deals.
By default, this would only work for deals from now on, not historically. For a version that does this retroactively, this would require custom code actions in Operations Hub Professional or Enterprise - and maybe another community member can help. Alternatively, you could also get this information with some Excel magic (by exporting deals).
Hope this helps!
