I would love this function: auto assign person when deal get's assigned
Abel
Member Posts: 2 VERIFIED MEMBER
everytime I assign a deal to my sales guy, I want the person connected to that deal to be assigned automatically
https://www.loom.com/share/8c54af79d6484be8a8cdd75e5292f8fd
Tagged:
0
Comments
-
Hi @Abel , thank you for illustrating your use case so clearly!
Deal, Person and Organization owner are separate and independent things in Pipedrive, so the most efficient way to automatically change the owner of the Person/Organization to be the same as the new owner of the Deal would be to create a Workflow Automation that does that for you.
0
This discussion has been closed.