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Update Fields

Update info or move prospects to a new list automatically

Oleksandra Vasylieva avatar
Written by Oleksandra Vasylieva
Updated over a week ago

The update fields step allows you to automatically make changes to the prospects or organizations that reached this step of the Workflow.

Which fields can be updated?

You can make changes to any information field.

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 the 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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