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How to Set Module Updates Using Workflow in CentraHub CRM

How to Set Module Updates Using Workflow in CentraHub CRM

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1. Go to settings of CentraHub CRM, Type Workflow in the search box on the left side of the screen.

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2.Click on Workflow to create a new.

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3. On Workflow list page, Click on Action tab.

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Best CRM Software

4. Under the Action tab of workflow, Click on Create Module. (Create Module page displays)

5. Click on Ok.

Field Description for a New Activity

Destination Module

From the drop-down list, select the Module for which you want to create updates

Layout Name

Select the Layout Name for the Module from the drop-down list. (Default layout would 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

Select the override option for overwriting the data.

5. Click Ok.

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