I am trying to copy company property to deal property only for deals that are created after a particular date. However, i do not wish to change the deal property of all associated deals for that company but only the newly created deals . Is there any way i can achieve that?
The following enrollment criteria may work in a company workflow, but you'll need to test thoroughly to determine precisely WHEN the enrollment fires and which deal(s) is/are impacted. -- see image
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It sounds like you should be able to do this using a deal-based workflow with enrolment criteria based around the create date you specify. Does this sound right or have I missed something?
The following enrollment criteria may work in a company workflow, but you'll need to test thoroughly to determine precisely WHEN the enrollment fires and which deal(s) is/are impacted. -- see image
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.