Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the cu…

Hi @enorberg How are you chaning the company owner - in bulk, via a WF or manually? How do you handle renewal deals - extra…

That was my initial approach, but unless I’ve missed something, you can’t create a deal workflow that copies company properti…

Copy company owner to only open deals through a workflow

vinyoliver April 18, 2023, 10:51pm 4

I’m having the same issue… Have you figured this out?

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