Need help creating a workflow to automatically update a Contact field based on Deal information
Hi - I have multiple Deals associated with each Contact. We have a trial period and mark our Deals as Won and our Contacts as Current Client at the beginning of their Trial period(s).
Each Deal is in a different stage. Some are won, and others that were won, are now lost, and others are still in process.
If none of the Deals are won and at least one of the Deals is marked lost (Deal was lost during the trial period, so the Contact Type was marked as Current Client), I want to automatically update the Contact Type field to "Past Client".
