Moving custom fields from Organisation to Deal

Marcelina Drozd
Marcelina Drozd Member Posts: 30 VERIFIED MEMBER
10 Comments 5 Likes First Anniversary Name Dropper
edited March 14 in Sales CRM #1

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

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,625 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    #2

    CSV Export and Import.

  • Marcelina Drozd
    Marcelina Drozd Member Posts: 30 VERIFIED MEMBER
    10 Comments 5 Likes First Anniversary Name Dropper
    #3

    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?

  • JasonC
    JasonC Member Posts: 2 VERIFIED MEMBER
    First Comment
    #4

    Hello,

    Was this ever resolved? I'm having the same issue!

    I'd like to add industry and other custom fields into an organization which automatically carry over into a deal, when a new deal is created.

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