MAPPING CUSTOM FIELD

Luigi Sghinolfi
Luigi Sghinolfi Posts: 18
edited July 20 in Sales CRM #1

Hello, it would be interesting to have the possibility to map the custom fields.


Or

Example

CUSTOM FIELD = BUSINESS UNIT

If I select the BUSINESS UNIT in the contact, it is automatically selected in the company and in the sales opportunity as well.

It would be possible?


Zoho CRM has been having such a feature for a long time.

https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/use-custom-fields#Map

@Inês Batata 

Comments

  • Fabrizio Nicolosi_33821
    edited May 2021 #2

    Ciao @Luigi Sghinolfi, lo puoi fare usando il workflow automation e triggerando la persona.

    Quando imposti quel valore, in automatico fai cambiare anche il valore dell'azienda collegata.

    Se hai bisogno di aiuto fammi sapere, noi siamo élite partner per l'Italia. Buona serata