I am trying to create a follow up board where each person can create a follow up action for an active deal and track that in the new board. The best i can come up with is to create a status that gets set to follow up that then creates an item on the new board. What this doesnt do is allow me to sync over the deal name/account/contact form the deal board when i create it which is super important.
I dont want to use sub items because we use sub items for other things. What is the best way to create a follow up item that we can track with due dates in CRM for each deal?
Ideal work flow-- some kind of column or item on a deal that says “followup” when pressed or changed a new follow up activity is made in the follow up board for that deal and pulls over the deal name, account name, contact person into that new item on the new board then i can go over there and set the rest of the details i need…
it seems like because deals/contacts are all mirror/linked columns it wont let you use them as part of the automation