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drewschu1
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Member since ‎Sep 25, 2017
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CoachAaronCCR on July 10, 2017
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
1024 upvotes
158 Replies
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April 27, 2022 22:27
+1 this would be very helpful maintaining this is a real pain point
drewschu1 on September 25, 2017
Hi, As a B2B company, our sales our usually to companies with many contacts. As such, a lot of the times our automations need to occur at the company level, not the contact level. Whether that is deal creation (for renewal sales) or contac read more
41 upvotes
13 Replies
Participant
April 12, 2019 02:00
Same here, we are B2B company as well. It would be great if it is possbile to auto-create a task via workflow and define not only a contact, but dea...read more
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