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CRM - Business processes - get CRM data
How does that feature work?

Scenario:

Person A creates a company, he is automatically the responsible person for that company

Person A creates a deal, how do I make him the responsible person to the task assigned to him when he creates a deal based on the business process I created? (Using template parameters/variables/constant)

Note that I want to make him the responsible person based on the company he created and link him up to the task assigned to the new deal.

Thanks.
Hi Andy!

Please contact our Helpdesk, our support team will advise. Thank you.

Alternatively you can hire one of our partners to design a unique business process for you.

Best,

Yana.
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