Escalation Rules - Word of the day #87

Escalation Rules - Word of the day #87

If cases aren't being solved quickly, Zoho CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently.

Here's a knowledge-base article on how to set escalation rules.

Check this video from TheMarksGroup.

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