CRM Actions: Update Custom Value

Unlock the power of personalized data management with this comprehensive guide on utilizing the "Update Custom Value" feature in Aesthetix. This article walks you through the process of updating custom fields for your contacts, allowing you to tailor your CRM experience to better meet your business needs. Explore practical examples of how custom values can enhance customer interactions, streamline workflows, and improve data organization. Ideal for CRM users and business professionals, this guide will empower you to leverage custom values effectively and elevate your customer relationship management in Aesthetix.

1. Click Marketing from the main menu.

2. Once that's done, click on "Workflow".

2 Once that's done, click on the element.

3. Add your desired action.

4. Next up, click on "Update Custom Value".

5. Input "Action Name"

6. Then, select a Custom Value.

6 Then, click on "Select a Custom Value".

7. Input current value.

8. Input New Value.

9. Finally, click on "Save Action".

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CRM Actions: Update Custom Value | Aesthetix CRM

Help Center

CRM Actions: Update Custom Value

1. Click Marketing from the main menu.

2. Once that's done, click on "Workflow".

3. Add your desired action.

4. Next up, click on "Update Custom Value".

5. Input "Action Name"

6. Then, select a Custom Value.

7. Input current value.

8. Input New Value.

9. Finally, click on "Save Action".

Help Center

CRM Actions: Update Custom Value

1. Click Marketing from the main menu.

2. Once that's done, click on "Workflow".

3. Add your desired action.

4. Next up, click on "Update Custom Value".

5. Input "Action Name"

6. Then, select a Custom Value.

7. Input current value.

8. Input New Value.

9. Finally, click on "Save Action".

Help Center

CRM Actions: Update Custom Value

1. Click Marketing from the main menu.

2. Once that's done, click on "**Workflow"**.

3. Add your desired action.

4. Next up, click on "Update Custom Value".

5. Input "Action Name"

6. Then, select a Custom Value.

7. Input current value.

8. Input New Value.

9. Finally, click on "Save Action".

Help Center

CRM Actions: Update Custom Value

1. Click Marketing from the main menu.

2. Once that's done, click on "**Workflow"**.

3. Add your desired action.

4. Next up, click on "Update Custom Value".

5. Input "Action Name"

6. Then, select a Custom Value.

7. Input current value.

8. Input New Value.

9. Finally, click on "Save Action".

2. Once that's done, click on "Workflow".

2. Once that's done, click on "Workflow".