Ep. 27: Unleash the power of Roll-up Sum & Field Dependency (Fri, 14 July 2023, 4:30 PM)
Here's what we'll cover:
1️⃣ Roll-Up Sum: Say goodbye to manual calculations! Easily add up revenue from opportunities or service ticket charges for each customer.
2️⃣ Dependencies and Formulas: Customize field display based on specific conditions or apply calculated formulas for smarter data management.
3️⃣ Studio Layout Settings: Ensure important fields are not missing from your layout. Optimize your CRM's user interface for better productivity