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BSerbalik
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Brian Serbalik

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BSerbalik on March 01, 2023
Workflow help needed for a created Company Section to Deals Info
We have added 4 sections to the company page that we created, where we help guide our reps with pre-discovery and account-specific questions/information. What is the best way to copy these sections over to a deal once it's created? And if there read more
Reply Discussion Academy Enterprise
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BSerbalik
Member
March 01, 2023
Is there a way to copy over the created sections instead of the individual properties?
BSerbalik on March 01, 2023
Workflow help needed for a created Company Section to Deals Info
We have added 4 sections to the company page that we created, where we help guide our reps with pre-discovery and account-specific questions/information. What is the best way to copy these sections over to a deal once it's created? And if there read more
Reply Discussion Academy Enterprise
0 upvote
3 Replies
BSerbalik
Member
March 01, 2023
Is there a way to copy over the created sections instead of the individual properties?
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