Filtering Deal Participants
Thomas Costelloe Posts: 1
is it possible to export contact details by filtering Deal Participants?
Anticipating that this is not possible, does anyone have a workaround?
Boris Tsibelman Posts: 998edited January 2022 #2
Are you doing this for sharing purposes? to see which records are being shared with the others?0
Olivier S. Posts: 1edited January 2022 #3
I'm also trying to figure out a way of exporting contact details for all participants to a newly won deal. Haven't found a strategy yet, it seems like workflow automations and zaps are limited to the main deal contact?0