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Status: Idea Submitted
cllave
Submitted by on ‎Apr 16, 2021 1:33 AM

Use Associated Contact or Associated Company as triggers for Deal-based Workflows

One use case would be to have an Associated Contact is known/unknown and Associated Company is known/unknown for us to automate operations based on the presence/lack of these associations to regulate deal management. 

 

Other use cases can arise if we allow these two properties as triggers the same way they can be used as filters on the Deals page.

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