Enabling feature to use in Workflow Automation

Gandalf
Gandalf Posts: 5
Photogenic Name Dropper First Comment
in Workflow Automation #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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  • Kreete K
    Kreete K Moderator Posts: 290
    100 Comments 5 Answers Second Anniversary 5 Likes
    CUSTOMER SUPPORT
    #2

    Hi @Gandalf

    Please check this directly with our Support team via in-app chat or email [email protected] They are able to check your account settings and understand what is missing and if possible to enable it. Thank you!

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