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 Workflow.
3. On the Workflow list page, click on the Actions tab.
4. Under the Actions tab, click Update Module (an Update Module window would be displayed).
5. Click Ok.
Select a Module from the drop-down list for which you want to create the field update.
Enter the Source Field of the module.
Select the Field for the module(s) from the drop-down list.
Enter Value, Field, or Formula.
Select from Value/Field/Formula to get the unit displayed.
If you select the Update With category as Field, then select its Link Field.
Get in touch with us for details on setup and additional custom services pricing
CONTACT US