List Deals For One Contact in an email automation

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Hi there,
At one moment in time a customer can have multiple deals. I have created automations which work fine for customers with single deals. However I have created a pathway in the automation for customers with multiple deals. If a customer has more than one deal, they are removed from all other automations and they will only be in this one automation, that will send 1 email a year with a summary list of all the customer deals. However, I can find no way to list all the deals one customer has, so I can send this information in an email.

Can anyone help please?
This is high priority for this project.
Thank you
Martha

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Hey! Sorry we missed this when it was originally published, but in the spirit of providing insight on this question, I’ll be happy to take a look!

It seems like you should access that date directly from each contact’s profile. That said, since that number may vary for each contact, we’ll have to find the best way to automate that, if possible. Give your set-up, feel free to contact our support team so we can review it together and find the best option for you.

Keep us posted if anything comes up along the way!