Скачать или смотреть Zoho CRM Update Field from Another Field

Zoho CRM Update Field from Another Field

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Описание к видео 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
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