HubSpot Ideas

Smcampbell05

Allow user fields outside of the deal to be used to assign tasks

When using the deal object, currently you can only select a specific person to assign to a task in a workflow or someone on the deal. It would be nice to be able to assign another field (ie CSM Coach) to assign a task without creating a separate workflow starting with company to get to that data. 

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louischausse
Key Advisor | Platinum Partner