Tip & Tricks #03. Creëer Workflows voor Zoho Bigin
Voor onze nieuwste Bigin tip nemen we de Workflow-functie onder de loep. Deze functie is ideaal om herhalende taken te automatiseren. In het geval van sales, is het de belangrijkste taak om aan de behoeftes van je klanten te voldoen. Echter, doordat herhalende taken veel tijd in beslag nemen, verspil je kostbare tijd. Aan de hand van deze tips leggen we je uit hoe je workflows kunt gebruiken.
Er zijn 3 stappen om een workflow te maken:
Stap 1. Begin met het instellen van de juiste vereisten. De workflow kan op twee verschillende manier getriggered worden.
- Wanneer het record wordt aangemaakt, bewerkt wordt of beiden.
- Gebaseerd op een datum/tijd.
Stap 2. Specificeer je de voorwaarden waar een workflow aan moet voldoen. Hier kan je kiezen tussen Records die aan specifieke voorwaarden voldoen of alle Records.
Stap 3. Bepaal je de acties die gekoppeld zijn aan de workflow. Hierin heb je 3 keuzes:
- E-mail notificatie
- Taak
- Een veld updaten
We hopen dat jullie wat aan deze tip hebben en zo meer plezier beleven aan Zoho Bigin!
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Tip & Tricks #02 Maak kennis met de termen van Bigin
Beste Community leden, Om vertrouwd te raken met jouw eigen CRM is het belangrijk dat je de specifieke termen ervan kent. Hieronder vind je een lijst van woorden die tot de CRM taal van Bigin behoren. Modules Alle gegevens in jouw CRM zijn onderverdeeldTip & Tricks #01: Ontdek de instellingen van Bigin
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