Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.
I couldn't agree more with @YavanikaSharma<> on the 25 max on property sync. This is a great much needed feature. I hope this gets opened up soon.
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Hi all. You've asked for it and it's now here! I am super excited to share that Sync Property Type is now rolling out incrementally to all Pro and Ent portals. Please see Kyle's demo (and leave your comments!)
Oh man, I found this and was excited... then it yet again it turns out to be something dangled in front of you, that you can only get on the magically expensive Sales Professional tier. The irony is a lot of people asked for this because they don't have access to workflows, which is the other way you can achieve this. Having common properties (like tags) should be part of any basic CRM system.
I am getting pretty fed up with your stupid payment model, that litters useful things around the app, that turn out to be unavailable unless you upgrade to an unaffordable expensive 'Pro' Tier. There lots of better models that other SAAS apps offer.
