Keep Opportunity and Custom Fields Current with AI
AI Sales Assistant can update opportunity details and custom-object fields from sales activity, with field-level overwrite controls.
What’s New
AI-assisted CRM updates now extend beyond contacts and companies to opportunity data and custom-object fields.
Why It Matters
Teams can reduce after-call data entry while keeping pipeline stages and business-specific details closer to the actual customer discussion.
What’s Included
- Updates to opportunity details such as price and stage.
- Updates to supported custom-object fields.
- Always-overwrite or fill-empty-only settings by field.
- Respect for field restrictions and allowed values.
How to Use It
- Open GREENstick Business App → CRM → AI Sales Assistant → Configure.
- In Update CRM, choose the overwrite behavior for each relevant field.
Good to Know
Requires the relevant CRM AI capabilities. Review field permissions and overwrite settings before relying on automatic updates.
Availability
Available Now
Affected Customers
Businesses using CRM AI and AI Sales Assistant.
Action Required
Choose which fields AI may update and how existing values should be handled.
Explore This Update in GREENstick Business App
Sign in to review the tools available on your account, or ask GREENstick for help with setup and next steps.