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