Updating custom field choices from webhooks
Please consider the following scenario.
Customers on the horizontal row are 'Providers', customers on the vertical column are 'Consumers'.
If looking at Provider Cust1, I can see this provider serves Consumers Cust4 and 5.
If looking at Consumer Cust4, I can see they consume services from Providers Cust1 and 2:
- Set up Cust1,2,3,4,5,6 as FreshSales Accounts.
- Add a custom field 'Type' that allowed choices 'Provider' and 'Consumer' to distinguish the Account customer types.
- Add a second custom lookup field that referenced Accounts and allowed a multi select of choices.