Workflow rules

Workflow rules

Automate your organisations' everyday sales and marketing activities.




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                                                                                          • Related Articles

                                                                                          • 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 ...
                                                                                          • FAQs on Workflow Rules

                                                                                            1. What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger associated action types to give ...
                                                                                          • If I deactivate a layout, what happens to the records that already belong to that layout and associated workflow rules?

                                                                                            When you deactivate a layout, you will be prompted to transfer the existing records associated to the layout to one of the other layouts in the module. As for workflow rules, they do not get deleted. However, when you remove a layout, the records ...
                                                                                          • FAQs on Workflow

                                                                                            1. How can I disable workflow rules for Standard users? Workflow rules can be defined by any user with the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create ...
                                                                                          • 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 ...
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