Auto Update Account Information across CRM

Take a case of leads captured through web forms. Most leads don’t fill out the entire form. Once the lead is prospected, you go on to create relevant records in the contact and accounts module. Now that you qualified the leads, you don’t want to miss out on an opportunity to collect more details, do you? When you update these details in the accounts module, you’d want these to be automatically updated in the contacts module as well. This week’s custom function helps in doing just that.

Auto update account

For questions and feedback, contact A1CRM:

Phone Australia: 1300 437 540
Phone New Zealand: 099742774
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