How do you duplicate a Deal?SOLVE
May 12, 2017 1:08 PM
Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.
May 12, 2017 1:30 PM