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!

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,615 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers

    CSV Export and Import.

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

    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

    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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