You can update the field of the deal with a specific value using the Deal Field Update action. This will automatically update the value as the automation reaches the action.
To add this Action in your Automation:
- Go to the Automation.
- Drag and Drop Deal Field Update from the left menu bar under Actions to the canvas.
To configure the Action:
- Click on Deal Field Update.
- It will ask you to select the deal you want to update. You can select any of the following category of the deal:
- The latest open deal.
- The one from the automation flow.
- All Open deals.
- The latest closed deal.
- All deals.
- Select the field and it's value that you want to update for the deal.
- You can add multiple fields by clicking on Add Field button.
- Hit Save.