Mass update from one field to another (Zoho CRM) скачать в хорошем качестве

Mass update from one field to another (Zoho CRM)

Want to use the WES Advanced Field Update? Get started with a 10-day FREE trial: https://bluroot.ca/wes When doing a mass update, commonly you'll want to update from one field to another. By default, a mass field update only updates to a static value. The only solution is to hire a developer to write custom code. That is where the WES Advanced Field Update comes in. In this video, we'll show you how to do a dynamic mass update that's based on another field, not a static value using the WES Advanced Field Update. Here are some examples: Data cleanup when an import has been mapped to the wrong field You created a field that contains a number as a single line, but now need to update it to a proper number field And much more! In this video: 0:00 - What is the use case 1:30 - How to build the workflow with Advanced Field Update 3:29 - See the automation in real-time 4:59 - 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/