1. Go to settings of CentraHub CRM, Type Workflow in the search box on the left side of the screen.
2.Click on Workflow to create a new.
3. On Workflow list page, Click on Action tab.
4. Under the Action tab of workflow, Click on Create Module. (Create Module page displays)
5. Click on Ok.
From the drop-down list, select the Module for which you want to create updates
Select the Layout Name for the Module from the drop-down list. (Default layout would be standard layout)
Here you can edit the field name of the Module
Set any default value for the field.
Select the override option for overwriting the data.
5. Click Ok.
Get in touch with us for details on setup and additional custom services pricingCONTACT US