Modify records before sending to your CRM.

Article author
Tin Yam Lee - Espiritu
  • Updated

Overview

Learn where and how to edit the record before sending it to your CRM. 

 

The pencil icon.

After running your flow stream and results are shown on the Flow window, look for a pencil icon as shown on the screenshot below. 

2021-11-11_09_03_05.png

 

After clicking the pencil icon all of the fields are editable. Feel free to modify any data based on your preference. Once done, simply click on the Stop Editing button at the bottom of the window or click on the Pencil icon again.

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