Updating Data Across Organization, Contact, and Opportunity
Does anyone have any tips for automatically filling fields and syncing data? I've had other CRMS where if I were to update a note in my contact it would also show up under that contact's organization.
Example: Linking it so that if I update the date for the Lead Status, the Lead Source will automatically update as well.
Is there any way to preset this as a setting rather than having to individually link or manually go to all three pages in organization, contact and opportunity to update in every specific instance?
I hope this makes sense! All I see for automatic triggers are setting up tasks and events, nothing about keeping data across the board up to date and synced up. It all seems manual.