When I set up my automation workflow, only certain properties of my deal/org/people are available in the conditional dropdown menus. Is there any way to make it so that other properties show up? For instance, I see the deal org name and number of people as options, but not the deal org's industry.
The only way I've been able to get new values to show up is by creating a custom field on the deal and placing the value there. In my case above, I would duplicate the org's industry into a new custom deal field called "org industry" and then it would show up in the conditional list -- presumably because it is a custom field on the deal and I'm guessing that qualifies it for inclusion. But this creates duplication in my data and I'd rather just point to the original org's industry value if possible.