Enabling feature to use in Workflow Automation

Gandalf Member Posts: 5
Photogenic Name Dropper First Comment

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


  • Kreete K
    Kreete K Moderator Posts: 360
    Third Anniversary 100 Comments 25 Likes 5 Answers

    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!