We have a range of product offerings and conduct various tests meaning contacts can have multiple deals.
I’m finding when building automations for the deal pipelines all deals under a contact are included in the workflow moving deals to different pipelines.
How can I specifiy a certain deal to move in the specific pipeline for a contact?
Hi @KPathak do these Deals have any property that differentiates them? If yes you could use it i the triggers.
Hi there, I do but when applying changes to the deal stage and pipeline I only have the ability to change “All deals”.
Thank you for replying and helping!
Would need to see an example to be able to help further.
Are you building the Workflows directly from the Pipeline Automation option?
That can limit your possibilities.