Transfer ticket properties to Deal properties
Transfer ticket properties to Deal properties
Hi @MTesolin,
Thank you for your inquiry.
Certainly, you can accomplish the objective by creating a workflow that automatically transfers information from ticket properties to deal properties.
As an illustrative instance, the attached screenshot. As an example, this tailored workflow effectively mirrors the ticket's description onto the associated deal's description whenever a ticket aligns with the predefined ticket status criteria.
Hope this helps,
Diana
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