Field Update from Related Module in Zoho CRM скачать в хорошем качестве

Field Update from Related Module in Zoho CRM

Want to use the WES Advanced Field Update? Get started with a 10-day FREE trial: https://bluroot.ca/wes The WES Advanced Field Update lets you update a Lookup record based on data in the current record. This has a ton of applications, but ultimately it reduces the double-entry of data and improves your data integrity. Here are some examples: When a Deal is closed, automatically copy the Closing Date on the Deal to the "Go-Live" Date on the Contact. This is great for product software sales When creating a new Contact, update the Account Owner as the owner of the Contact And much more! To see the reverse (i.e. update the current record based on a lookup), check out this video:    • Update Field with Value from Another Modul...   _________________ 0:00 - What is the use case 0:25 - How to build the workflow with Advanced Field Update 2:48 - See the automation in real-time 4:06 - 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/