Hi,
we have a custom deal property called “product” with a drop down menu of 3 different products. As soon as a deal is marked as closed won, I want to be able to display that product also on company level (the associated primary company) so I can filter companies by product. In some cases, one company may have multiple won deals with different products which I would also like to be reflected.
Is there a way to achieve this with a workflow (i. e. creating a product property on company level that is automatically populated with all used products based on won deals) or is there a way to filter by Deal -> product when creating a company list? Currently, I can’t select that field when creating a company list.