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How to automatically copy the originator of a deal on submissions

CC the deal's originators automatically.

V
Written by Victor Fteha
Updated over 7 months ago

In Settings, under the Visibility tab, scroll down to the Fields section. There you'll see a setting called Show "Copy Originators" in Submit window - enable that:

When you submit, the originator of the deal will be auto-populated in the "CopyOriginators" field which will allow you to copy them on submissions:
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