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Auto Copy or Modify Data


Setup criteria or processes which trigger for data to be copied from one record to another or modify field data with calculated values, date fields or lookup selections based on matching criteria.

  • Copy Contact info/data to Associated Company (or vica versa)
  • Auto calculate dates for the purposes of AWR or any other type of expiry/deadline
  • Update a record status on the basis of their last contacted date
  • And more…

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