User-friendly, affordable, and packed with different features, DocHub is a healthy and cost-efficient alternative to Xpertdoc. Try it now and learn how to squeeze the maximum of our solution with easy-to-use feature shortcuts.
welcome to expert och smart flows in this session were going to create our first data set template and flow to create your first data set click create choose a type and choose the primary entity the primary entity will decide where your flow will show up in your CRM in our example were going to work with the quotes then I click create and this brings me to the data set builder in the date build data set builder Im going to choose the fields in relations that I want to add to my data set by default all the fields of an entity are selected you can toggle them on or off with the first button its highly recommended to only choose the fields that you really couldnt need with the second button you can toggle the advanced fields only use those at your own risk under our relations well see our lookups so we can select entities there and add those to our data set - so all at the opportunity the owner and the potential customer as you can see entities that I add to my data set will show u
