Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount.
As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign up. This can only be done at the contact level. This is important to us because we need to track various properties at the deal level.
We'd like for workflows to be able to have an option to 'specify deal property' or have additional fields upon creating a deal.
- Select a label to view existing ideas by category::