Hey folks, appreciate your help on finding the best way to leverage Workflow to achieve the following goal:
Create a deal for new contact added to the CRM, which has Lead Type = x (manually labeled when creating the record)
–> If there is already a deal associated with their company, the record should be associated to the deal (with all activities logged)
–> If there is new existing deal, a new deal with the company name should be created with all activities logged
Thanks in advance for any tips!