The InsightSquared Revenue Intelligence Platform allows the creation of checkboxes for population into actions. This means we can do things like:
- Set a checkbox for "contract uploaded"
- Automatically sync detected activity
Lets walk through some examples.
Select the most appropriate option and you are off to the races.
Checked - Action form will be checked by default, but can be updated by the user.
Un-Checked - Action form will be off by default, but can be updated by the user.
Pre-populate with existing value - Copy the "checked" or "unchecked" state from another checkbox.