Move linked deals when Project is completed
I hope this message finds you well. I am currently using your platform and am interested in setting up an automation that involves moving all linked deals to a project to a new stage in the sales pipeline once the project is completed.
However, I have encountered an issue where only one deal is being moved, and I am unable to achieve the desired automation for multiple linked deals. I wanted to inquire if there are any specific settings or features I might be missing to ensure that all linked deals are appropriately transitioned to the new stage.
Could you please provide guidance on how to achieve this or check if there might be any updates or improvements in the system that address this issue? I appreciate your assistance in ensuring the correct functionality of this automation.
Thank you for your time and support.