Pulling Company properties into Deal properties
4 weeks ago
Hello Community -
Is there a way to pull in properties that are currently in company properties into those for deals?
Most of the information I want visible while I look at the deal already exists within the company, but I cant figure out how to have that information populate automatically.
For example - one company property I want is provider type. While I can recreate that in deal field, it won't be prepopulated with the company information. Is there a way to do this?