Populate Deal Property values using Company - Type values
10-25-2019 12:41 - edited 10-25-2019 12:42
When creating a Deal, I want to have a custom Property that allows me to select a Company from a list that is auto-generated based upon the Type value in the Company record. I'm not sure if this is possible in Hubspot - if so, how do I do this?
For example, for each Deal I want to associate both a "Partner" and a "Reseller". In the Company record, there is a Type property where I can label each Company as a "partner", "reseller", etc. In the Deal record, I would like the "Partner" dropdown menu and the "Reseller" dropdown menu to auto-populate using data from the Company - Type field.