Keep your CRM data relevant and accurate by learning how to update custom values in Surplus Systems. This practical guide will show you the steps to modify existing custom values to better align with evolving business requirements, ensuring your CRM system supports optimal performance and data integrity.
1. Let's start with Automation to access Workflows.
2. Click on the 3 dots to edit workflow
3. Let's go into 'Edit Workflow'.
4. Next, add a new action.
5. Choose the 'Update Custom Value' option.
6. Choose a custom value from the displayed list.
7. Select field that you would like to update.
8. Click Save Action once done.
9. Update custom value action has been added to your workflow!
10. Afterwards, click on "Test Workflow".
11. Click on "Select a contact".
12. Click on "Run Test".
13. Publish your workflow to save the changes.
14. Now, click on "Save" to save the Setting.
15. Saved notification pop up!
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Updating Custom Values in Surplus Systems CRM | SURPLUS SYSTEMS
