Deal Field Update Follow

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.

Use Case

Suppose you wish to update certain Deal field when a new Deal is created and is added to a specific list