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Ie

Joined May 16, 2021

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Last activity Oct 16, 2021

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Latest activity by Ie

Ie commented,

CommentCreating tasks and appointments

Hi @..., I'm specifically looking for automated actions for default / non-custom / native fields. Here are sample scenarios:

  • A sales rep manages deals in multiple countries, with varying currencies. He wants to switch from deal to deal, and country to country without having to correct the currency field. Is there a way to automate this?
  • A sales manager wants to update the Estimated Close Date in a deal to match the actual close date if a deal is closed won. Is there a way to automate this?

Thank you!

View comment · Posted May 12, 2021 · Ie

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Ie commented,

CommentCreating tasks and appointments

Is there a way to update non-custom fields and/or automated actions that use updating a field as a trigger? Thank you!

View comment · Posted Mar 05, 2021 · Ie

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