Make company owners to all deal owners

Smart CRM & Sales Hub CRM
1

Hello

I would like to make my deal owners the same as my company owners. I thought I could achieve this using a workflow by copying the property value. However, for the trigger, I set it to activate when the company owner is known. In this case, if the owner is already known but is about to change, it won’t update the deal owner (as re-enrollment won’t work).

So, how can I ensure that every time we change the owner of a company, the owner of the associated deals also updates?

2

Hi @ozgesilla,

This would have to be a company-based workflow then:

  1. Enroll companies based on ‘When filter criteria is met’ > ‘Number of associated deals is known AND Company owner is known’
  2. Enable re-enrollment for both
  3. Use the ‘Edit record’ workflow action to copy the company owner into the deal owner

Whenever a new deal is added or the company owner changes, the company owner will be copied into all associated deals.

Best regards!

3

But let’s say the company owner is Kelly, and the workflow updates all deal owners to Kelly. Then, we change the company owner to Monica. In that case, since the trigger is “company owner is known,” re-enrollment won’t take effect.

4

@ozgesilla it will, re-enrollment based on “is known” will consider field value changes. Just try it :wink:

5

Amazing thank you so much!