CRM | Workflows | Knowledge Base

Workflows
Workflow for Appointments
This feature is opened in a phased manner and will soon be available for all users. In service organizations the workforce mostly consists of back office staff and field agents who book appointments and provide service to the customers. It is ...
Workflow for Social (Facebook and Twitter)
Workflows allow you to set up an action-reaction system in your business, that continues to take place as long as the condition is true. For example, if a customer replies to a particular email, workflow rules automatically send an acknowledgement ...
Workflow for Calls
Workflow rules for calls allow you to perform certain actions automatically whenever a call is received, made, missed or scheduled. It significantly reduces manual effort of updating or adding details about the individual call. For example, you can ...
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 ...
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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