Zoho CRM Update Field from Another Field скачать в хорошем качестве

Zoho CRM Update Field from Another Field

Want to use the WES Advanced Field Update? Get started with a 10-day FREE trial: https://bluroot.ca/wes When updating data on a record, often you'll want to copy-paste the value of one field to another. By default, this can only be achieved through manual copy-paste or custom code. This is where the WES Advanced Field Update comes in. In this video, we'll show you how to automatically complete the value of a target field based on the value already in an origin field using the WES Advanced Field Update. Here are some examples: -The Projected Start Date of a project is the Closing Date on the Deal (at least to start) -The Deal Amount is actually based on another "Subtotal" field on the Deal -And much more! 0:00 - What is the use case 1:37 - How to build the workflow with Advanced Field Update 3:12 - See the automation in real-time 4:34 - Get Started _______________________________________________________________________ Move Data in your Zoho CRM http://bluroot.ca/wes/ Texting for Zoho CRM https://bluroot.ca/blutext/ Mortgage CRM https://blumortgage.ca/ Want to support Bluroot? Tag us as your Zoho Partner: https://bluroot.ca/zoho-partner-program/