Moving custom fields from Organisation to Deal

Marcelina Drozd

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!

Amit Sarda (AmitSarda.xyz)

CSV Export and Import.

Marcelina Drozd

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?