Feature request: Add person as deal participant in automation
I'd love the ability to add a deal participant via an automation. Or alternatively, the option [checkbox etc] to set any new person added to a custom person field on the deal as a deal participant.
Here's my use case which I imagine would apply to lots of other users:
I'm a mortgage broker. Leads come into PD via a typeform on my website as a deal. Eg Joe Bloggs deal. When I speak to Joe, he might want to get a mortgage as a joint application with a second person. I add the second person to the person details associated with the deal in a custom person field called Applicant #2. Eg Joe Bloggs person details view has an applicant #2 custom person field.
But I have to manually add Applicant #2 as a deal participant. I use Deal participants as a merge field in smart docs when sending the client's compliance documentation so it would be good to automate it to save time.