Use Automation to the change the value of a field, either as a direct value or a calculation
M
Mark Ormiston
My use case: I use pipeline stages to run delivery of projects as the customer journeys through the process. The pipeline stage informs me how much in cash / revenue is stuck in a pipeline stage currently, but as I take 50% upfront the value in that pipeline stage is always overstated.
So in this case the automation would update the Opportunity Value by reducing it by 50% but only as it enters the pipeline stage.
There are many other use cases others could bring but to simplify it:
{{FIELD}} is updated by a {{FORMULA}} (i.e. set as a value, or a calculation).
Geoff Mina
Merged in a post:
Use automation to change value of (custom) field
Ronald Eshuis
From within the autmation, have an option / step to be able to change a value of the (custom) fields
so im able to track sending a specific reminder mail or can decide future (upsell) mails / sequences on a field value & change this after send.