Moving custom fields from Organisation to Deal
Marcelina Drozd
Posts: 28
Hi All!
Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level?
I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected?
Thank you!
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Answers
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CSV Export and Import.
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That is super time consuming if you need to move a few fields. Are you maybe planning in the future to be able to move the custom fields between Deals/ Person / Organisation in the settings?
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