Automate populating fields from Account to Deals & update the Account based on Deal data
Hi All,
We're new to Zoho. We have about 160 different fields in Account module. We want to achieve two things:
1. When a new deal is created and an account is selected, auto-populate all fields in the new deal from the relevant Account.
2. When a change is made in any of the fields in the new deal, auto-update this field in the corresponding Account.
How do we set up such automation?
Thank you!