Transferring Information from the organization to the deal using automation

Unique Jim
Unique Jim Member Posts: 1 VERIFIED MEMBER
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in Workflow Automation #1

Hi,

Does anyone have any idea,

My sales team is set up within Sub teams, but there is also at pooled resource that writes business for all of the other teams.

So I am trying to report deal statistics by two fields,

  1. The deal owner, which is simple
  2. The organization owner which seems not to be.

The reason for this is that the sub team, are unable to see what business has been written for them from the pooled team.

I thought an automation setting a custom field as the organization owner. would solve this problem.

But It doesn't seem possible, as the conditions when a deal is updated or created only look at fields on the deal itself.

Hope I've explained it well enough so that someone understands, and maybe has an idea I can steal.

Thank you.

Jim

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