Map RiskAdvisor/Discovery Questions to AgencyZoom Custom Fields

User is requesting the ability to map RiskAdvisor and Custom discovery questions to AgencyZoom Custom fields. Specifically for this example, mapping the “effective date” in RiskAdvisor to the “Expected close date” custom field in AgencyZoom

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Upvoters
Status

🧐 In Review

Board

💡 Feature Request

Date

3 months ago

Author

[Deleted User]

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