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Categories Automation
Created by Guest
Created on Nov 28, 2022

Automatically populate the Turnover field for a company based on last 365 days sales data

This obviously gets out of date over time when it has to be manually set, and becomes irrelevant unless manually updated.

If integrating to other software, such as Unleashed, Cin7 etc, then the sales data is in Prospect anyway, so it seems logical that this field should automatically update based on this data. Maybe being able to set whether to update it manually or automatically would help until there is a year's worth of sales data in the system.

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