Copying company property to Deal property

[Latha]

Hi,

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?

[Phil_Vallender]

Hi @Latha 

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? 

[Latha]

Hi @Phil_Vallender 

The deal based workflow doesnt allow copying company property to deal property. 😞

It allows only deal properties to be copied . Stuck here .

Thanks,

Latha

[MFrankJohnson · Accepted solution]

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

[Latha]

Thanks. Will test it out.