We are using the CRM and we have some distributors on several countries. I would like when a country of the account is filled the state of the type of customer changes accordingly. For example if it is from Spain, change it to “Distributor customer” or if it is from Argentina change it to “Direct customer”.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Automation that when one or more specific countries are selected that the Business region column is updated | 4 | 36 | November 17, 2024 | |
| Country column restrictions | 0 | 10 | April 7, 2025 | |
| Automation to change a whole column at once or all items of a certain status | 0 | 422 | February 18, 2024 | |
| Country column recognition | 0 | 1183 | October 25, 2022 | |
| Use automation to set a value of a column from another column | 0 | 946 | October 26, 2023 |