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Improve "Create Pipeline Item" flow
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BradyBell |
Currently we can only assign one contact owner and one contact to a pipeline flow. I have multiple use cases that require the ability to assign multiple contact owners and multiple contacts to a pipeline item. We should have the ability to add multiple contacts to a pipeline through this automation and assign multiple contact owners to it as well.
My use case: Real estate leads often have 2, 3 or even 4 contacts for an individual pipeline item (Husband, Wife, Co-signor, etc). I have a form where the CRM user completes and I need it to automatically create the pipeline item and include all individuals on the pipeline item. The system as is severely limited.
