Is it possible to copy attachments from a contact into a deal?
Apr 24, 2018 4:31 AM
Our sales guys are going to be filling out a form, some of the contact properties on the form are for a file upload.
Using a workflow, we will then create a new deal. Is there a way to get these files from the contact to the deal? Or can we do this in a workflow irrespective of using a form?
I understand there is no deal property type for a file, but even just getting the files into the deal attachment's box somehow?