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Updating Custom Values in Surplus Systems CRM | SURPLUS SYSTEMS

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Updating Custom Values in Surplus Systems CRM

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.

1 To get started, click here.

2. Click on the 3 dots to edit workflow

2 Click here.

3. Let's go into 'Edit Workflow'.

3 Click on "Edit Workflow".

4. Next, add a new action.

4 Next, click here.

5. Choose the 'Update Custom Value' option.

5 Afterwards, click on "Update Custom Value".

6. Choose a custom value from the displayed list.

6 Click on "update custom value".

7. Select field that you would like to update.

7 Once that's done, click on "Save Action".

8. Click Save Action once done.

8 Click here.

9. Update custom value action has been added to your workflow!

9 Next, click here.

10. Afterwards, click on "Test Workflow".

10 Afterwards, click on "Test Workflow".

11. Click on "Select a contact".

11 Click on "Select a contact".

12. Click on "Run Test".

12 Click on "Run Test".

13. Publish your workflow to save the changes.

13 Upload

14. Now, click on "Save" to save the Setting.

14 Now, click on "Save".

15. Saved notification pop up!

15 Click here.

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