Syncing/Copying Data from Different Modules
Hi,
I am trying to automatically copy data from one field in one module(Deals) to copy that same text to another field in another module(Companies)
i.e.
At the end of the deal process, user needs to add the account number as a final action.
Once added, is it possible, with using workflows, to update and copy that same acc number into the companies module?
Thanks
Topic Participants
Josh Alter
Sunderjan Siddharth
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