October 2, 2022

How to start using formulas in EspoCRM

In this comprehensive video tutorial, you’ll learn how to start using formulas in EspoCRM to streamline your data analysis and automate tasks. The video guides you through the process of using the powerful formula editor to create, edit, and manage formulas within the system. From basic calculations to advanced expressions, this video provides a detailed and easy-to-follow guide to using formulas in EspoCRM.

You’ll learn how to create formulas for various fields such as numerical, date, and currency fields. The video also covers the use of various functions and operators, including mathematical, date and time, and logical functions, and how to use them in formulas. Additionally, you’ll learn how to use formulas in various parts of EspoCRM such as in calculated fields, filters, and mass update actions.

By the end of the video, you’ll have a solid understanding of how to use formulas in EspoCRM, and you will be able to create and implement your own formulas to improve your workflow and efficiency. This video is perfect for both beginners and advanced users looking to take their EspoCRM skills to the next level. So, whether you’re new to EspoCRM or looking to expand your knowledge, be sure to check out the video now!

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