Inline Updates
Update common Salesforce fields by including them in any messages that you send in your Smart Deal Rooms. Field names and values are flexible. Don't worry about capitalizing field names or writing dates in a detailed format (see examples).
Inline Update | Result | Examples |
Next Step: Team Demo | Updates the Next Step field to the value: Team Demo |  |
Amount: 30000 | Updates the Amount field to the value of $30,000 |  |
Close Date: tomorrow | Updates. the Close Date field to the following date |  |