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Update Fields

Update info or move prospects to a new list automatically

Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

Update Fields step allows you to automatically make changes to the prospects, organizations, or deals that reached this step of the Workflow.

Which fields can be updated?

You can make changes to any information field, including the custom fields.

Also, you can reassign a prospect's owner, or add a prospect or organization to a list.

Replace info

  1. Choose the field you want to update.

  2. Click Replace current value with.

  3. Enter the value you want to put in.

Remove info

To clear the field, select Clear current value.

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