We issue quotes to customers with a lenght of term for the contract (not subscription based) and I want to take that term and automatically populate that into a custom property within the deal.
At the moment, the Values in the quote do this, but I can't find a way through workflows as the field doesn't appear.
@Slund14 - Which object are you are using to capture the term.?!
If it is the out-of-the-box product / line item property 'Term' you could create a sync property at the Deal level to show the 'Term' from the associated line item on the Deal record:
@Slund14 - Which object are you are using to capture the term.?!
If it is the out-of-the-box product / line item property 'Term' you could create a sync property at the Deal level to show the 'Term' from the associated line item on the Deal record: