CRM

TBrown9
Member

Copy a deal property from one deal to another deal

Hi there - what happens if you create a loop? I have an instance where I want a property copied to some deals with the same field. What problem do the loops create? 

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kvlschaefer
Community Manager
Community Manager

Copy a deal property from one deal to another deal

Hi @TBrown9,

 

Thanks for reaching out to the Community!

I moved your reply to a new post to ensure it gets visibility among our community members. 

 

Are you concerned about the workflow constantly overwriting a property? 

Would you be able to share a screenshot of your current workflow, please?  

A screenshot of the workflow's current configuration could help us identify if there's a loop or potential for there to be one. 

 

Thanks! 

 

Best,

Kristen


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