Copy company owner to only open deals through a workflow

Smart CRM & Sales Hub Sales Hub Tools
,
2

Hi @enorberg

How are you chaning the company owner - in bulk, via a WF or manually?

How do you handle renewal deals - extra renewal pipeline or specific deal property?

I’m not sure if my logic holds up (it’s Frisday afternoon) but what if:

  • Deal workflow with enrolment triggers:
    • Renewal deal is open & company owner is known
    • Active re-enrolment for company owner is known & (is known als triggers when it changes, bit of a HubSpot quirk/tip)
    • Then copy company owner to deal owner

This would only affect active/open renewal deals, and would trigger when the company owner changes.

Let me know if that does the trick.

Frank