You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped into the deal card.Â
Â
To view the enhancement:
Navigate to Forms
Select a form from the form list
Click on 3 dots icon and select Form Automation
Click on Pipelines Settings
Select the Deal Category from the drop-down menu
Fill in the remaining details and click on Save.
Â
Note: You can select multiple deal categories.
