Accessing company level properties in deal object property calculation

mblessen
Member

Is it possible to access a company level property from the deal object?

 

For example we sell cases of beverages to stores. Stores may have different pricing.

 

So when creating a deal we would like the do the following calculation:

 

Cases (cases sold in deal) x Store price (price delivered for this store) = Sale Total 

 

 

CRM
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1 Reply 1
webdew
Top Contributor | Diamond Partner

Hi @mblessen ,
It is not possible to use company level properties on deals. What you can do, if you have subscription for workflows, is to create same property in both companya and deals and then create a workflow to copy company property values to deal properties. 

Hope this helps!


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