Jul 26, 2021 9:43 AM
I've created a workflow that creates new deals, once contacts are set as MQLs.
Contacts/companies are associated automatically with those new deals and deals are assigned to the relevant sales rep, based on the country of origin.
I am not able, however, to copy the form submission to a deal.
I have included "add timeline activity from the enrolled contact" but for some reason, it doesn't get carried over to that new deal. The only workaround is to go to a contact page and see it there.
Any tips how to display associated contact activity (form submission) on this new deal?
Jul 27, 2021 3:25 AM
Thank you for reaching out.
Activities consists of notes, emails, calls, tasks, and meetings which is why these steps don't work. We don't have a native way to do this so I'd advise posting in our Ideas Forum about this. We have this related idea but for the associated company record.