Process Rules for Flexible Associations

Use case: Specified flexible association labels would be required on contacts a deal at a certain stage OR for contacts that meet a certain criteria. For example, a deal at closed won may require a billing contact and billing contact is the flexible association label.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

Over 2 years ago

Author

Loriauna Mora

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