CRM

Antoine_
Participant

Deal owner based on Company Owner

We generate a lot of deal coming from our platform activity. We need to assign to these deals an owner based on the company owner. The thing is i can't create a workflow deal based because i can't choose a company property to copy to deal property. And my workflow company based can't reenroll deals...

 

How can i do that ?

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3 Replies 3
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Deal owner based on Company Owner

Hi @Antoine_,

 

You could try something like this:

 

Associated-Deals-Copy.png 

There are probably other workarounds for this as well.




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Antoine_
Participant

Deal owner based on Company Owner

I test that right now. In the next update, i will inform you if it solved my problem. Thank you

Antoine_
Participant

Deal owner based on Company Owner

I still have a lot of deals (new so updated recently) without owner...

But thanks for the tip.

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