Customers’ updates can be completed from the dedicated list view and applied to several at once.
Filter them per your interest criteria (including your custom fields), and save the view if you are likely to access the same list again.
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Click the Actions button, select the operation you want to perform, and let the app guide you through: |
💡 Manage this list like the others: hide/display and rearrange columns, save your preferred views to access them in a click, search/filter...
From another source system
You can alternatively opt for updates from different source systems
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Connect Salesforce to your organization and automatically assign your Account owners as Upflow Assigned users.
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Update your customers’ workflow, assigned user(s), custom fields, and payment method(s) via API.
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Pull the information using our Update Customer endpoint
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Configure behaviors triggered by your source system’s events with automation tools such as Zapier (ex: assign a workflow based on a customer’s payment method with a PUT request)
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Import a CSV file to mass-assign Workflows and Account managers (learn more).