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Guillaumedlt
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Jun 8, 2020
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guillaume delachet

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ybn on February 01, 2021
Setting Deal Multiselect from Line Item's Dropdown
I need to be able to copy through a workflow a Line Item's Dropdown value to a Deal's Multiselect field. The use case is the following: Product's are linked to a PnL Dropdown. When I add a line item it will had this PnL value to the Deal's cor read more
Reply Idea Workflows
4 upvotes
1 Reply
Guillaumedlt
Member | Diamond Partner
February 01, 2021
Great idea !
Bruno_Teixeira on December 11, 2020
Set a date in the future by using the "Set a property value" in the workflows
Hello, It would be great if we could set a date in the future by using the "set a property value" feature in the workflows. Nowadays we can only set an static date or set the day of the step. It would be useful if we could set for example read more
Reply Idea Deals
22 upvotes
9 Replies
SFluharty
Member
May 18, 2022
We really need this too - I see the functionality exists when you have CRM Hub but that's a huge additional cost to incur for this fairly basic funct...read more
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