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Bibiana_R
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Member since ‎Feb 3, 2025
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Bibiana_R
Contributor
November 06, 2025
Reply to Continuously Updating a Company Property Based on Deal's Property
I'm trying to automatically sync the "products" listed in a deal to the company record. And then get the "products" automatically removed from the co...read more
Bibiana_R
Contributor
November 05, 2025
Reply to Continuously Updating a Company Property Based on Deal's Property
Oh yes, I think this could work! My only concern is that in my case, there are multiple deals that exist at the same time (for different products, et...read more
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Bibiana_R on November 05, 2025
Continuously Updating a Company Property Based on Deal's Property
Hi, I created a worflow that enrolls deals once they have a specific property filled out AND the Term Date property is at least a day from now. Then, based on the deal's property update one of the properties of the primary company associated to th read more
Reply Discussion Enterprise
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Bibiana_R
Contributor
October 06, 2025
Reply to Changing Deal Ownership to the Company Owner
@karstenkoehler Thank you so much! It would definitely be helpful to outline the steps.
Bibiana_R
Contributor
October 06, 2025
Reply to Changing Deal Ownership to the Company Owner
Hiya @karstenkoehler @franksteiner79 , Follow up question on this thread. The workflow worked great to update Deal owners to the current Company...read more
Bibiana_R
Contributor
September 30, 2025
Reply to Creating a Property for a Company's Primary Point of Contact
This worked! Thank you so much!
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