**Enhancing Your CRM: Update Custom Values in Math Operation**
As a small to medium-sized business owner, service provider, or CRM user, you know the importance of efficient systems to manage and grow your business. It’s not just about gathering data; it’s about using that data effectively. Today, we’re excited to enhance one of the features that can streamline your operations even further: updating custom values in Math Operations. This enhancement is sure to make your workflow smoother and more efficient.
**The Power of Math Operations: What’s New?**
We’re thrilled to introduce a significant update to the Math Operation Action. Initially, in Phase 1, we enabled support for selecting both Custom Values and values from Triggers. Now, with Phase 2, you can take it a step further by updating custom values within Math Operations. This has been a highly requested feature, and it’s here to help you personalize calculations based on your unique needs.
Previously, you could only utilize standard and custom fields. Now, the ‘Update Field’ dropdown includes the option for ‘Custom Values’, giving you more control over the data manipulation within your CRM.
**Implementing the Enhancement: How It Works**
To leverage the new feature, begin by adding the Math Operation Action within your CRM. Next, specify your desired fields and operations. The ‘Update Field’ dropdown will now present ‘Custom Values’ as an option, allowing you to seamlessly incorporate these into your calculations.
**Applications for Maximizing CRM Efficiency**
The ability to update custom values opens up numerous possibilities:
– **Limited Time Offers:** Automatically update the remaining quantity for offers, helping you track inventory in real-time.
– **Event Management:** Manage waitlists by updating numbers as attendees register, ensuring you’re always aware of available spots.
– **Sales and Ticketing:** For events with limited tickets, automatically adjust the count as purchases happen.
– **Revenue Projections:** Update opportunity values through specific calculations such as realtor commissions or growth percentages.
– **Sales Funnels:** Monitor project or funnel progress with a dynamically updated progress bar based on real-time inputs.
**Conclusion: Streamline with Custom AI and Automations**
This latest enhancement in Math Operations redefines how you can interact with and manipulate your data. It’s designed to provide you with the flexibility and precision needed for complex calculations and personalized data management.
Ready to see these updates in action? Start your 14-day trial with us and gain access to our vibrant learning community. We specialize in building custom AI and automation solutions tailored to your business needs. Contact us today to get your bespoke AI and automation systems that will take your business to the next level.
