Automation for user interaction, when changing deal phase

guuyef Member Posts: 21
First Comment
edited October 2023 in Sales CRM #1

Hi all,

I want to build the following automation:

When I switch a deal from phase "cold call" into "interessted" some custom field should be filled by the user. Is it possible to start some kind of Pop up, where the relevant data fields are shown and the user can fill them with data for example a data or something els?

Kind Regards


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