EmilyHanMo

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EmilyHanMo

Contributor

November 26, 2025

Reply to Copy property of and original deal to a renewal deal

Thank you very much!!

EmilyHanMo

Contributor

November 26, 2025

Reply to Copy property of and original deal to a renewal deal

I need the association lable because I need it for the other workflow to copy the "customer set up complete date" from the original deal to all the ...read more

EmilyHanMo

Contributor

November 26, 2025

Reply to Copy property of and original deal to a renewal deal

Thank you so much! I understand. So I need to suggest my colleagues to start using association lables in order to be able to use that workflow to cop...read more

EmilyHanMo

Contributor

November 26, 2025

Reply to Copy property of and original deal to a renewal deal

Oh! That´s true!! I can select to set it as the value in the source deal! That´s great! Thanks! Another question. Actually, I am just trying out ...read more

EmilyHanMo

Contributor

November 26, 2025

Reply to Copy property of and original deal to a renewal deal

Hi Karsten, Now I am trying to create this workflow. The enrollment criteria is when the "customer set up complete date" is known. ...read more

EmilyHanMo

Contributor

November 26, 2025

Reply to Copy property of and original deal to a renewal deal

OK, so you mean, I need to create association between the source deal and the renewal deal? And then create another workflow to copy the property fro...read more

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