Deal property displayed on Account view

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Hi there, is there a way to display in Account/Company view a deal property? I wouldn't want to duplicate a property (ie. create it for deal and also for the account). Thanks,

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Top Advisor | Partner

Hi @MonicaD,

 

This is currently not possible. You already mentioned the best workaround for this: Create a custom company property and use a workflow to automatically copy/update the deal property value into the new property.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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Top Advisor | Partner

Hi @MonicaD,

 

This is currently not possible. You already mentioned the best workaround for this: Create a custom company property and use a workflow to automatically copy/update the deal property value into the new property.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

New Contributor

Thanks a lot, @karstenkoehler