Add custom Organization field to Deal Title (using workflow automation)

Floris van der Breggen
Floris van der Breggen Member Posts: 1
edited July 2022 in Workflow Automation #1

Hi all,

For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf automation, but I cannot seem to be able to add department details (or any custom fields) to the Deal Title.

Am I missing something?



  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 377
    100 Comments 5 Up Votes
    edited March 2021 #2

    It looks like only custom DEAL details are available to use and not custom organization fields. Such is the case in reports currently too. 

    Have you thought about using the deal label filed which would give you a view based on color in the pipeline view?