How to "enable a field" so that I can add it to and automation

Gandalf
Gandalf Member Posts: 4 VERIFIED MEMBER
Photogenic Name Dropper First Comment
in Sales CRM #1

I am attempting to create an automation that when a Deal is generated, certain people will be linked to the Deal (Participants). As it is now, I have to manually search and add the same individuals over and over. However, under Person in the Action step shows "Link person to a project" is greyed out. It notes that I need to enable this feature before using but I cannot find anywhere how to enable. Help!

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  • jorgeeduardoj
    jorgeeduardoj Member Posts: 9 VERIFIED MEMBER
    Photogenic First Comment
    #2

    Hi, is "Link person to a project" a custom field?

    You need at least a Professional account to create automations using a custom field.

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