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JordanBlair
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Member since ‎Dec 2, 2021
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JordanBlair on December 02, 2021
How to copy the name of a deal's "primary" company to a custom property?
We opted into the Beta where we can associate multiple companies to a deal and use the labels to differentiate between those orgs inside the Deal. However, we need to be able to differentiate between the "primary" company and the other associated co read more
Reply Discussion Companies Deals Integrations Professional Sales Workaround Workflows
3 upvotes
8 Replies
JordanBlair
Member
January 12, 2022
Hi @MandyDROS , I still do not have access to a "company name" property when it is a deal workflow so that is very odd that you do have it when ...read more
JordanBlair on December 02, 2021
How to copy the name of a deal's "primary" company to a custom property?
We opted into the Beta where we can associate multiple companies to a deal and use the labels to differentiate between those orgs inside the Deal. However, we need to be able to differentiate between the "primary" company and the other associated co read more
Reply Discussion Companies Deals Integrations Professional Sales Workaround Workflows
3 upvotes
8 Replies
JordanBlair
Member
January 12, 2022
Hi @MandyDROS , I still do not have access to a "company name" property when it is a deal workflow so that is very odd that you do have it when ...read more
JordanBlair on December 02, 2021
How to copy the name of a deal's "primary" company to a custom property?
We opted into the Beta where we can associate multiple companies to a deal and use the labels to differentiate between those orgs inside the Deal. However, we need to be able to differentiate between the "primary" company and the other associated co read more
Reply Discussion Companies Deals Integrations Professional Sales Workaround Workflows
3 upvotes
8 Replies
JordanBlair
Member
January 12, 2022
Hi @MandyDROS , I still do not have access to a "company name" property when it is a deal workflow so that is very odd that you do have it when ...read more
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