Copying "amount" property from previous deal using automation

terryfraser
Member

Hi All,

 

I have an automation set that creates a reorder deal after moving one to the Closed-Won stage.  I can't figure out how to automatically set the value of the new deal though and I would just like it to be the same as what the previous one closed at.  Any help would be greatly appreciated!

 

Terry

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2 Replies 2
terryfraser
Member

I have resolved this.  Thanks.

 

Terry

sharonlicari
Community Manager

Hey @terryfraser 

 

I'm glad you were able to resolve this, could you please share how you did it?

 

Thank you 

Sharon


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