Update Deal Properties Using A Form
Apr 20, 2018 5:03 AM
We have dozens of deal properties that need to be updated when a deal is sent from sales to installs.
I want this to be done on a form so I can design the landing page to be a lot more user-friendly than the pop-up form in HubSpot.
Is there a way to suck the values of deal properties into a form from a button or link in the deal record, update the properties in the form and then save the updates?