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.
Let's say you want a task to be automatically assigned to a potential owner every time he/she closes a winning deal. Also week after the task has been assigned, you want a followup email to be sent to the sales rep regarding the task. See how this process can be easily automated using Zoho CRM's workflow automation.
This way, a task will be automatically assigned to the potential owner whenever a potential is Closed Won and a followup email will be sent 5 days after the task has been automatically assigned to him/her.
Let's say you want an automated email reminder to be sent to your customers requesting them to renew their subscription two days before the due date. Let's see how you can easily do this in Zoho CRM.
This way an automated email reminder will be sent to all contacts 2 days before the Subscription date.
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