Jul 30, 2020 8:14 AM
I am trying to make a workflow that will assign the same territory ID to a deal (custom field) as the territory ID for the company (also a custom field) it is associated to. I am still linking deals to companies in our CRM because they were imported from past years and had to be linked. I would like these old deals and all new deals to adopt the same territory ID of the company they are being linked to.
Much like a contact owner will always default to the company owner
Jul 30, 2020 1:42 PM
Could you try using the "Copy property value" action following the steps in the screenshots below?
Jul 31, 2020 12:01 PM
That is the feature I am using but getting the companies to enroll so that deals will change has been the problem.