Sync owner of Deal and Contact

NShacklock

I want to be able to automatically sync the owner of a Deal & Contact, so that if I change the owner of a Deal, the Contact it relates to automatically changes to the new owner aswell.

 

We are constantly moving Deals into another team member's name, but they can't then edit the contact because it's still linked to the previous owner (and our permissions don't let them see or edit each other's contacts for security reasons).

 

I know you can bodge this by creating a workflow, but that's no good to people on the Free plan.

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