Zoho CRM: Workflow Rule Enhancements

Zoho CRM: Workflow Rule Enhancements

Hello!

We have updated the functionality of Workflow Rules in Zoho CRM. After this update, you can:
  • Create Time Based Actions i.e schedule actions at a specified time after the rule is executed.
  • Send Emails to Leads and Contacts using workflow alerts. 
  • Create Email Templates while setting up your workflow rules
  • Update the Record Owner field using workflow field updates
  • Remind workflow task owners through email or pop-up
To learn more about Workflow Rules and also about the updates, refer our Online Help .

Do try this feature and let us know what you think.

Regards,
Sharanya R
Team Zoho CRM