Workflow to ensure deal's associated contact is associated to correct company

[PPob12]

What would be the best workflow formula or other methods to ensure deal's associated contact and associated company is correctly chosen? We have a team that is creating deals and associating correct contact, but tend to associate incorrect company (due to company name mix-up). 

Thinking to possibly create a workflow that would match the deal's associated contact owner with the company it is associated with. Any ideas? I can't figure out the workflow. 

[ArisudanTiwari · Accepted solution]

Hello @PPob12 ,

Unfortunately, there isn't a single workflow solution to guarantee perfect company association in deals. However, there are best practices that can significantly improve accuracy.

Here's a suggestion:

1. Create Deals at the Contact Level: Whenever possible, create deals directly on the contact record. This pre-populates the correct company information based on the contact.
2. The sales team can manually review and update the company and contact association for existing deals with mismatches.

This two-pronged approach should help minimize future errors and ensure accurate contact and company associations.

Regards,
Ari

[franksteiner79]

Hi @PPob12 

Fundamental question how are users creating deals?

I always advice to create a deal from within the contact object, because that automatically grabs the contact and the associated company, so it is really hard to mess up.

In terms of cleaning it up, can't think how a workflow could do that and would lean towards assigning this to the sales reps who created it wrongly in the first place.

Frank