Sum Fields from Multiple Records in Zoho CRM

Want to use the WES Advanced Field Update? Get started with a 10-day FREE trial: https://bluroot.ca/wes

In Zoho CRM it is very useful to sum fields in related list records. You can do this in reports, but it is a manual process, and the total cannot be used for any other workflow, filter, etc... You can put a field on the parent record, but to update this field requires manual entry or custom code. This is where the WES Advanced Field Update comes in.

In this video, we'll show you how to create a field on the parent record, and have the sum of related list records automatically populate this field using the WES Advanced Field Update.

Here are some examples:
-Calculate a "Lifetime Value" field on the Account, based on all closed Deal Amount
-Calculate the Deal Amount, based on the sum of all products/quotes on the Deal
-And much more!

0:00 - What is the use case
1:16 - How to build the workflow with Advanced Field Update
4:26 - See the automation in real-time
6:26 - Get Started
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Видео Sum Fields from Multiple Records in Zoho CRM канала BluRoot