Hi there, I am creating an “installation” ticket pipeline, so we can track new deliveries and ensure clients get set up prop…

Hi @RSwitonski , Yes, this is possible, just a bit hidden among a lot of other options. When you add the “Create record” acti…

Hello thanks for your help. any idea why it is not showing here? The ticket name property [SSabatini_1-1696468027000.png]

Hey Karsten, How would we copy over this information if the Ticket has already been generated? At my compnay we’ve decided …

How to Set Deal Properties Into a Ticket

RSwitonski August 5, 2021, 3:16pm 5

Thanks Karsten, this seems to be the way. Very helpful with the gif!

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