Workflows
Workflow for Appointments
This feature is opened in a phased manner and will soon be available for all users. Have questions on using workflow rules in CRM? Join this exclusive Ask-Me-Anything session on CRM Workflow Rules and seek answers to your queries from our panel of ...
Workflow for Social (Facebook and Twitter)
Have questions on using workflow rules in CRM? Join this exclusive Ask-Me-Anything session on CRM Workflow Rules and seek answers to your queries from our panel of product experts. Register Now Workflows allow you to set up an action-reaction system ...
Workflow for Calls
Have questions on using workflow rules in CRM? Join this exclusive Ask-Me-Anything session on CRM Workflow Rules and seek answers to your queries from our panel of product experts. Register Now Workflow rules for calls allow you to perform certain ...
Workflow for Emails
Configuring workflow rules makes it easier to manage daily activities as a lot of work gets automated. For example, every time a contact enters CRM a task is automatically assigned to the sales rep to call them and gather details, two days after the ...
Workflow Report
Workflow rules play a crucial role in simplifying your business processes by automating various tasks. By defining specific conditions, you can determine whether a rule should be applied or not to the records in your system. This automation helps in ...
Converting Records Using Workflow Rules
Converting leads, quotes or sales orders can be automated using workflow rules. When a record meets the criteria defined in the workflow rule, all the associated actions are triggered for the record. Workflow rules created for leads, quotes and sales ...
Workflow Scenarios
Workflow rules help automate several sales processes in your business. Following are a couple of scenarios that demonstrate the use of workflow rules in Zoho CRM. Create a workflow rule to automate task assignment Let's say you want a task to be ...
Implementation Checklist for Workflow Management
Summary Workflow Management helps you to automate your sales, marketing and support processes. It includes the following: Workflow Rules - A set of rules that are executed when certain specified conditions are met. Workflow Alerts - Automated email ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
Automating Workflows - An Introduction
Workflow management helps you to automate your sales, marketing and support. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: ...

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