Hi, In the workflows and the deal associations I would like to see a default option to only apply updates to NEW DEALS created. At the moment we only have: I would like the option to copy to new deals only There are many properties on a company and contact that need to be copied to a deal, however, it has to apply to NEW Deals only. The two options presented are limited All deals - This changes the field properties of closed won deals associated with the company and affects the integrity of data on those deals, which should not change Association labels - currently a manual step - sales and customer success teams, should not have to do an extra step to then enable a workflow to trigger - open to errors.
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