I am trying to run a workflow that updates the Deal Pipeline and Stage of only one deal associated with a contact, but am get…

Hi @SimonP1 , This can be achieved with association labels. These labels are a way to name a relationship between records, in…

Hi @SimonP1 , The article is referring to companies but you might be able to set these associations via import: Create and us…

Thank you for the quick reply. I will try the Associations Beta and see if this helps.

I have enabled the Associations Beta and configured some labels for my Deal to Contact Associations and I see the option to s…

I can likely do this, but is Import the ONLY way to configure the Deal to Contact Associations? It seems like there should be…

Set Property Value for 1 Deal, not all Deals associated

Smart CRM & Sales Hub Tips, Tricks & Best Practices

karstenkoehler February 24, 2022, 6:20pm 7

Hi @SimonP1,

This is a fairly new feature and it’s being improved rapidly, at the moment there are only the options mentioned in the linked article, unfortunately.

Best regards!

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Set Property Value for 1 Deal, not all Deals associated

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