Sync property values between Contact, Company and Deal Records

For us, having the company revenue and the territory in the deal view is very helpful as it provides more context to the deals funnel.

So for example a sales person have 5 deals in his board, but one is with a large company and 4 with very small ones.

It is true that the size of the deal is what’s important. But the size of the company gives also a good indication on the length of the expected sales process (typically large=slow), plus if the deal size is still unknown size of the company for our business can give a good indication of the size of the expected deal.

Other fields we would like to be able to filter the deals board are territory that we had to create per lead.