Tip #4: Automatically receive updates on records that matter to you with Feed's Auto-Follow rules
With a huge database of records, there is a big chance that you might miss something important. It could be anything:
- A big deal that could seal your monthly target and requires every bit of your attention.
- A tough prospect who makes it nearly impossible to close the deal and who makes things harder than it needs to be.
- Leads generated from a recent campaign that are idle with no activity.
- Tasks that were due last week but were not completed.
- Invoices and deals that required extra discounts.
We know that Feeds can give you updates on the records that you choose to follow but how do you decide which records? You will automatically get updates for the records that you own, but when you have to follow records that members in your team own, it is not feasible to manually check each record and follow.
In that case, you can create Auto-Follow rules where you can specify the criteria. When a record meets the criteria, it is automatically followed by you and you get the required updates in Feeds.
Let’s take two examples from above.
Auto-Follow rule for deals:
Auto-Follow rule for tasks:
With these rules you can be sure to get updates on the important deals and also the tasks that are overdue or the ones that are differed and need your attention. Make a note that feeds will capture changes to a record that includes creating a record, editing and deleting records, and adding notes.
Let us know if this tip helped. Here is a link to the Online Help document for more information: https://www.zoho.com/crm/help/feeds.html
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Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
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