video1.0<iframe src="https://www.loom.com/embed/6433e285b26f4c8d844b20dbd55f9744" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/6433e285b26f4c8d844b20dbd55f9744-a485a840682f1cb7.gif160.206In this video, I walk you through how to automatically create a deal based on specific company details. We focus on setting up a company-based workflow that triggers when certain criteria, like annual revenue exceeding $100,000, are met. I demonstrate how to create a record under the CRM tab and set default values for the deal. Please take a look and let me know if you have any questions or need further clarification on any steps.