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