FAQs in this section
How can I set up lifecycle conditions?
What is the Actions dashboard?
What is the left menu?
What are lifecycle conditions?
How can I set up alerts for @mentions?
How can I set up alerts for Events and Tasks?
How can I set up alerts for emails?
How can I set up Smart Alerts?
How can I set up alerts for idle records?
Can I receive alerts when a record is assigned to me?
How can I update a CRM record?
Table of Contents
You can update a record in the record's Deep Dive view.
Follow these steps to update a record:
Follow these steps to update a record:
- Log in to your RM account.
- Open the required CRM record.
- Click the Deep Dive tab displayed in the right corner.
- Select the field to be updated.
- Enter the new field value.
- Click Save.
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