Is it possible to set Contact Industry to be the same as Company Industry?


This would improve analysis e.g. find all Directors in Motor dealerships


Hi @Sharon_Smith,

While you can include company properties in your list criteria to quickly find that particular example, you can also have a Workflow copy a Company Property value to Contact Property.

To set this up you can have the Workflow enrollment criteria be equal to Company Property Industry is Known and set the Workflow to allow for enrollment multiple times. This will trigger the workflow any time the Industry property changes on the Company record.

Then that workflow will have one step which is to do the copy.

You can see specific instructions to set up the copy action here: