Changing stages
Changing stages
Hi Everyone,
I wondered if anyone had any tips / suggestions or knew of any user guide whereabouts online to assist me with creating automatic updates to a potentials stage? Possibly via a workflow?
I am new to Zoho and so I am in the early days of creating the CRM to accommodate my business. For part of my sales process there are certain tasks that need to be completed before a stage can be moved and what I would like to be able to do is have Zoho move onto the next stage once all the tasks for the previous stage have been completed. I am, however, at a loss.