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Ie

Data ingresso 16 mag 2021

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Ultima attività 16 ott 2021

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Ie ha commentato,

CommentoCreating 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!

Visualizza commento · Data ultimo post: 12 mag 2021 · Ie

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Ie ha commentato,

CommentoCreating 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!

Visualizza commento · Data ultimo post: 05 mar 2021 · Ie

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