Updating deal name using automation - can the associated company be added?SOLVE
Sep 17, 2020 12:27 PM
I'm looking to change a deal name using automation at certain stages of a pipeline.
For example, once a quote has been sent to the customer, the quote number is added into a custom field and the deal moved to the next stage. I'd like to add this to the deal name but not lose the deal value and the company name.
Similarly, when a service line has been chosen, add this to the deal name as well - this step I can do as the service line is a custom deal property.
However, I can't find a way get the associated company name through to use in the automation.
Solved! Go to Solution.
Sep 18, 2020 2:15 PM