workflow updates in centra hub crm

Module Updates

Destination Module

Select the Module for which you want to create update from the drop-down list.

Layout Name

Select the layout of Module from the drop-down list.(Default layout will be standard layout)

Module[Activities]

Here you can edit the field name of the Module.

Default value

Set any default value for the field.

Override

If you select the override option for overwriting of the data.

  • 5. Click on Ok.

CRM Software that’s easy to implement and use

Sign up for a free account and grow your business
No credit card required

Try For Free