We have a couple of Playbooks that update properties on the Deal Record Level. Sometimes the reps complete and log the playbook on the company level but it does not auto-associate with the deal the properties were updated for.
Unless it's manually associated it does not show up on the deal level, this causes the reps who are taking over the account to go back & forth between 2 records to look for playbook notes which is not efficient.
It'd really help if the Playbook note could auto associate with the deal it's updating the properties for
Yes, currently struggling through this. Why is the auto association logic not working when the source of the Note or Call is from a Playbook? It doesn't make sense to me and I think this needs changed right away. Thank you for creating this post!
